Brokerage Services

CUNA Brokerage Services, Inc.°, is a full-service online brokerage, capable of handling most every kind of trade. You'll find CUNA Brokerage Services, Inc. to be:

• Accessible – handle your investments online, by telephone, or in person
• Comprehensive – trade stocks, mutual funds, options, and more
• Personalized – get personalized news and information
• Unique – use their proprietary tools to choose your investments

Brokerage professionals

In addition to our online services, your registered MEMBERS Financial Services representative can offer you direct brokerage services, with or without investment advice. You can choose to make the decisions on your investments and let our professionals handle the transactions, or if you prefer, your representative can work directly with you to help develop and manage your investment portfolio and help you select the securities that are right for you.

In every case, you can count on their long-term commitment to help meet Lake Trust Credit Union members' investment needs and goals with experience, professionalism and personal attention every step of the way.

°Third-party website, Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site's privacy policies may differ from those of Lake Trust.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA°/SIPC°, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

Trust services available through MEMBERS Trust Company, 14025 Riveredge Dr. Suite 280, Tampa, FL 33637.