Maximize your investment opportunities.

We are your trusted investment partner. We know your business and understand the strategies and regulations involved in credit union investing, because we’re a credit union, too. Our strategic alliance with Multi-Bank Securities, Inc. (MBS) allows credit unions access to fixed-income securities and DTC-eligible CDs for maximum investment opportunities.

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Benefits:

  • Complete and timely access to a wide selection of new issue government agency securities
  • Fill any gaps you may have with extensive secondary offerings at institutional prices
  • Have our experts analyze a particular security you're considering for purchase
  • Obtain competitive bids on fixed-income securities you wish to sell
  • Reporting and access to cutting edge portfolio analysis software
  • Safekeeping options available

Features:

  • Robust offerings across product areas and across the entire marketplace not limited to proprietary products or dealer inventory
  • Securities in your account are priced by an independent pricing service
  • Online access to your account includes access to past activity, positions, balances, statements and confirmations
  • Monthly statements provide accrued interest calculations. Detailed monthly/quarterly statements provide information you can use for financial reporting

Disclaimers

All securities are offered through Multi-Bank Securities, Inc. (MBS). The home office of MBS is located at 1000 Town Center, Suite 2300, Southfield, Michigan 48075. MBS is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. Member of FINRA and SIPC. MBS’s FINRA Broker-Dealer CRD number is 22098.

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