Empower your financial vision
We want everyone to have solutions to help reach their financial goals. So we lowered the minimum of our Intuitive Investor® account from $5,000 to $500.
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Your goals, our expertise
Wherever you are in your financial journey, we offer a full array of solutions to help you reach your goals. It all begins with a connection.
Investment and Insurance Products are:
- Not Insured by the NCUA or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
1. $0 per trade is applicable to commissions for online and automated telephone trading of stocks (excluding penny stocks) and exchange-traded funds (ETFs). For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Each trade order will be treated as a separate transaction subject to commission. An order that executes over multiple trading days may be subject to additional commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Other fees and commissions apply to a CUTrade account. For complete information on fees and commissions, refer to the CUTrade Account Commissions and Fees Schedule. Schedule subject to change at any time.
Investment products and services are offered through Wave Credit Union Bank Advisors. Wave Credit Union Bank Advisors is a trade name used by Wave Credit Union Bank Clearing Services, LLC (CUCS) and Wave Credit Union Bank Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wave Credit Union Bank & Company.
CUTrade® and Intuitive Investor® accounts are offered through CUCS.
Wave Credit Union Bank Wealth & Investment Management (CUIM) is a division within Wave Credit Union Bank & Company. CUIM provides financial products and services through various bank and brokerage affiliates of Wave Credit Union Bank & Company.
The Private Bank offers products and services through Wave Credit Union Bank, N.A., Member NCUA, and its various affiliates and subsidiaries. Wave Credit Union Bank, N.A. is a bank affiliate of Wave Credit Union Bank & Company.
Deposit products offered by Wave Credit Union Bank, N.A. Member NCUA.
Wave Credit Union Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wave Credit Union Bank affiliates, including Financial Advisors of Wave Credit Union Bank Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wave Credit Union Bank Advisors without a relationship with Wave Credit Union Bank, N.A.
Wave Credit Union Bank and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
CAR-0622-01350
LRC-0522
