Investing through your Credit Union Account has never been easier with BestVest Online
BestVest Online is, pure and simple, a credit union discount brokerage account on-line. Linked to your Credit Union account, you can buy stocks, bonds, options and mutual funds without writing a check. Sell them and the proceeds are deposited in to your account and available for use on the day after settlement date. That's right. Go to the ATM and get cash if you need it from your sale proceeds. No need to issue wire instructions or wait for a check.
You can invest in a complete suite of investment products including: Exchange Listed and Over The Counter Stocks Municipal, Corporate, US Government and Agency Bonds Options Exchange Traded Funds (“ETF’s”) Mutual Funds Annuities And whatever other investment securities you may need. It’s your choice based on your own investment needs.
With an Easy -to-Use Investment Tool
We've made BestVest Online a user-friendly tool for you to invest. Whether it's investing for college, retirement, long-term growth, income or speculation. With BestVest Eview Client, you’ll have access to real time quotes, news, research, charts and option chains. Included is market analysis, market news, advanced quotes, streaming tickers, interactive charts, company snapshots, insider trading, SEC filings and fundamental information on over 3000 public companies. You can even set up your own portfolio watchlist. Everything you need, all for free.
When you go into Online Trading, enter your account number and the social security number on your account. For additional security, you can change your password in the site. Access your account now
BestVest Online offers you:
Online trading
Toll-free, broker-assisted trading (1-800-434-1776)
Real-time account activity, account holdings, trading history
A low flat commission rate of $24.95 (+ .02/shr on limit orders) for internet orders *
Direct settlement with your credit union account
An easy-to-use point and click drop-down menu
"800" service back-up
* There is a $3 handling fee on all transactions
For additional information, please call us at 1-800-434-1776
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Services are provided through an arrangement with your Credit Union and BestVest Investments, Ltd. Your Credit Union is not a registered broker-dealer. Discount Brokerage Services are executed through BestVest Investments, LTD clearing through Mesirow Financial, members NYSE, SIPC.
Members and clients of the Discount Brokerage program are advised that this program offers services which permit the member to invest in investment securities which (1) are not federally insured; (2) are not obligations of the credit union; (3) are not guaranteed by the credit union or any affiliated entity; (4) involve investment risks, including the possible loss of principal; and (5) may be offered by an employee who serves both functions of accepting members' deposits and the selling of non-deposit investment products.
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