My Portfolio View eVision® OnlineTrading
Whether you're planning for retirement, financing the ever-rising cost of college tuition, supplementing your current income, or saving to buy your dream home, LAFCU Investment Services (LIS), offered through our broker/dealer CFS,* has solutions to help you meet your investment goals.
Have you taken the proper steps to ensure financial readiness? We can help you with:
- 401(k) and 457 Rollovers
- Additional Income
- Consolidating Investments
- Education Funding
- Estate Planning
- Investment Planning
- Long Term Care insurance
- Retirement Accounts (such as IRAs)
- Stocks & Bonds
- Tax Savings
Advantages of LAFCU Investment Services
- Our Representative can meet to discuss your needs at any LAFCU branch, your office, home, or any convenient place
- Invested funds are added to your other LAFCU savings and loan accounts to determine your VIP Rewards level of discounts and services
- Securely view your accounts online 24/7
- Competitive service fees
Informative Seminars
LIS presents monthly financial seminars at LAFCU's Glendale and Downtown Los Angeles (LA Mall) Branches. To register, call Jairo Carpio at (877) MY LAFCU (695-2328) ext. 6375.
| LA Mall Branch 12p-1pm | Glendale Branch Wed/Thur=12p-1pm Sat. = 11am-12p | Topics | |
|---|---|---|---|
| Wed., Jan 9 | Wed., Jan. 9 | Mutual Funds Products | |
| Wed., Feb. 13 | Wed., Feb. 13 | Income You Can't Outlive | |
| Wed., March 12 | Wed., March 12 | IRA Month | |
| Wed., April 9 | Wed., April 9 | Financial Planning & Taxes | |
| Wed., May 14 | Wed., May 14 | Single Premium Immediate Annuity | |
| Wed., June 11 | Wed., June 11 | Socially Responsible Investing | |
| Wed., July 9 | Sat., July 12 | The Fundamentals of Investing | |
| Tues., July 15 | Thur., July 17 | Estate Planning | |
| Wed., August 13 | Sat., August 16 | Annuity Mythology | |
| Wed., Sept. 10 | Sat., Sept. 13 | 529 College Savings Plans | |
| Wed., October 8 | Sat., Oct. 11 | Retirement Planning | |
| Wed., Nov. 12 | Sat., Nov. 15 | Long Term Care & Life Insurance | |
| Wed., Dec. 10 | Sat., Dec. 13 | Legacy (more than inheritance) |
Next Step
If you are already have an existing account at LIS and would like to review your portfolio, click My Portfolio View
So we can tailor each investment product to your individual needs, click the link above, or contact LAFCU Investment Services "Financial Representative" Mr. Jairo S. Carpio.
To expedite your reply, include your state of residence in your e-Mail.
Meet our Representative by clicking this link:
- Jairo S. Carpio: Financial Representative @ LAFCU's Glendale Branch (also serves our other branches)
Join LAFCU & Open an Account
You need to join and become a member of Los Angeles Federal Credit Union before opening an investment or insurance account through our broker/dealer CFS.
Self-Directed Online Investing With eVISION®**
If you're an investor who wants to make your own investment decisions, the eVISION® service is your premium choice for 24/7 online investing. LAFCU Investment Services, through CUSO Financial Services, L.P. (CFS), offers members the opportunity to invest online through this service.
Services available through eVISION® include analysis, charts, IRAs, latest investment news, mutual funds, options, quotes, stocks, and high-powered tools for managing your portfolio and screening mutual funds. Commissions are as low as $14.95 (complete pricing schedule available inside eVISION®)
Get 24/7 access to the investment information you need - every day.*** Click to open your eVISION® account.
Investment products and services offered through CUSO Financial Services, L.P. (CFS) (Member FINRA "Financial Industry Regulatory Authority" / SIPC "Securities Investor Protection Corp.") and SEC Registered Investment Advisor, are offered by CFS and NOT Los Angeles Federal Credit Union (LAFCU), are NOT NCUA / NCUSIF insured, are NOT guaranteed by LAFCU, and MAY lose value. Financial Advisors and Representatives are employed and registered through CFS. LAFCU is not affiliated with CFS.
Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
* Full broker disclosure with (Member FINRA / SIPC) and SEC Registered Investment Advisor
**eVISION® is a registered trademark of CFS
***Extreme market volatility and trade volume may delay system access and trade execution