Member Directed Investments

Members can invest in stocks, bonds, ETFs, mutual funds, gold,
​& cryptocurrencies from their desktop or mobile device.

Self Directed Investments

The Member Directed Investments Program allows your members to directly trade and manage their own funds to create an investment portfolio. Meet the demand of existing or new members looking to access a trading platform from the credit union.

Our team handles all components of the program including technology, member support, compliance, and program management. The program is free to your credit union and generates recurring non-interest income.

Investment Products

Members can trade individual stocks, bonds, ETFs, mutual funds, gold,
and cryptocurrencies all through a unified platform.
Stocks
All listed U.S. stocks
ETFs
All listed ETFs
Gold
Spot gold with the option
​for physical delivery
Bonds
U.S. government & agency bonds, municipals, corporate
Mutual Funds
18,000+ no transaction fee funds
Cryptocurrencies
Bitcoin, Bitcoin Cash,
​Ethereum, and Litecoin

Program Features
Our platform provides a powerful suite of tools for members who want to make their own investment decisions.


Fractional Share Trading

With fractional share trading, members can invest in a diversified portfolio of assets regardless of the account size.

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Member Portal
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Our easy-to-use web and mobile application allows your members to check quotes, place trades, see account balances, run reports, and manage their accounts.


Digital Onboarding
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Members can digitally open and fund their investment account via our secure desktop or mobile app.

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Account Types
​

Members may open a variety of accounts including: Individual, Joint, or Retirement accounts.
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Research & Insights
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Members are given access to dozens of premium market research tools and news providers at no extra cost. 

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Support
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Support for member investment accounts is provided at no cost. Learn more about program support on our program management page.
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Program Benefits

Compete with FinTechs & Neo-Banks
Attract Younger Members
Become First Institution of Choice
Serve Entire Member Base
Protect Against Capital Flight
Contact
(888) 212-9940
​​support@cuwgroup.com
Investment services provided by Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.