Online Investment Services
We know our members are busy and can't always meet with our Financial Advisor to do their investments. Because of that, we provide online investing services that allow our members to use an easy-to-use platform to effectively manage their financial futures, at their convenience. Together with CUSO Financial Services, L.P. (CFS), we provide the investment choices you want and the tools and services you need to help achieve your financial goals.
eVISION® Self-Directed Online Trading
If you would like to make your own online investment decisions, we offer eVISION®, our self-directed online trading platform. Commissions start as low as $14.95 (complete pricing schedule available online). Click here to learn more.
Member Portfolio View
Member Portfolio View allows members utilizing PNWFCU Financial planning services to view their accounts online through CUSO Financial Services, L.P. Click here to view your investment accounts.
For questions about these tools, or to activate your Member Portfolio View, contact us at 1.800.444.5858 x2658.
Financial Education
To view our upcoming Financial Education seminars, click here. Our complimentary seminars are free and open to the public, so bring a friend! Seating is on a first-come, first serve basis. No RSVP is necessary.
Portland 503.258.2658
Outside local calling areas
1.800.444.5858 x2658
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Pacific NW Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Copyright © 1999-2005 CUSO Financial Services, L.P. All rights reserved. eVISION is a registered trademark of CFS. Member FINRA/SIPC.
