Download UNCLE Credit Union Launches New Wealth Management Center

CONTACT: Kathy Litman Vice President, Marketing UNCLE Credit Union 925.724.2184 [email protected] **FOR IMMEDIATE RELEASE** UNCLE Credit Union Launches New Wealth Management Center with CUSO Financial Services May 12, 2014, Livermore, CA—UNCLE Credit Union announced today that its investment services unit launched last summer—UNCLE Investment Services—in partnership with CUSO Financial Services, L.P. (CFS), has introduced a new online integrated financial planning tool, UNCLE’s Wealth Management Center. This comprehensive platform allows the credit union’s investment services clients to view online statements, trade and invest online, utilize financial calculators as well as book appointments with a CFS financial advisor at UNCLE Credit Union. As part of the new rollout, UNCLE Investment Services will be launching three of CFS’s online technology services for its members:  Wealth Management Center (WMC) – WMC is an integrated financial planning tool that uses a series of questions to help you generate a high‐level financial “snapshot” of where you stand in relation to the achievement of your various investment objectives.  Single Sign‐On (SSO) ‐ An online integrated account information platform that allows members to view their UNCLE banking and CFS investment (brokerage and direct) account information through the credit unions’ online banking website via a single sign‐on access. eVISION® ‐ A self‐directed electronic trading platform designed for the internet‐
savvy, do‐it yourself members to invest in their own stock, option and mutual fund transactions. Sarah Samuel, UNCLE Vice‐President of Sales & Service states, “This rollout is a major step forward in terms of providing members who utilize UNCLE’s investment services with a number of powerful tools designed to enhance convenience through a single sign‐on to online banking, calculators to help them plan their investment and retirement strategies, as well as a robust platform that allows them to make self‐directed trades on their CFS investment portfolio. They can also directly contact an CFS financial advisor to set up a complimentary consultation”. For more information on UNCLE Credit Union and UNCLE investment Services, please visit unclecu.org. About UNCLE Credit Union Established in 1957, UNCLE Credit Union is a $280 million, full‐service financial institution that proudly serves more than 21,000 members. With branches in Pleasanton, Tracy, and two locations in Livermore, the organization offers the benefits of credit union membership and a full array of financial services to anyone who lives, works, worships, or attends school in Alameda, Contra Costa, San Joaquin, and Stanislaus counties. UNCLE Credit Union is renowned for its community involvement, professional and personalized service, and unwavering commitment to helping members achieve their financial goals. To learn more, call 800‐34UNCLE or visit www.unclecu.org. About CUSO Financial Services, L.P. Established in 1996, CUSO Financial Services, L.P. (Member FINRA/SIPC) is headquartered in San Diego and works with more than 150 credit unions across the country with branch offices located nationwide. CFS is a full‐service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions and their members. For more information, call 858‐530‐4400 or visit www.cusonet.com. Disclosure: 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. The credit union has contracted with CFS to make non‐deposit investment products and services available to credit union members. ### 2