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Investments
When investing everyone has different needs, goals, and ways of doing things. Whatever your style, Patelco has the services that are right for you.

We offer the Management Assistant, an online tool that analyzes your current financial situation, educating you on the issues you will need to consider in order to reach your financial goals. We also have experienced Financial Advisors1 who can help you identify, protect, and achieve your financial goals. For self-directed investors, we offer ShareBuilder2 and eVISION®3.


1 - Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not Credit Union guaranteed and may lose value. Financial Advisors are employees of Patelco Credit Union and are registered through CFS. Patelco Credit Union is in partnership with CFS. Member FINRA/SIPC.

2 - ShareBuilder is not affiliated with Patelco Credit Union. Investments are not NCUA/NCUSIF insured, are not obligations of or guaranteed by the credit union, and may lose value. ShareBuilder Securities Corporation, a registered broker-dealer and Member FINRA/SIPC., is a subsidiary of Netstock Corporation. ShareBuilder is a trademark of Netstock Corporation. Patent Pending.

3 - eVISION is a registered trademark of CUSO Financial Services, L.P. Extreme market volatility and trade volume may affect system access.



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This credit union is federally insured by the National Credit Union Administration. Your savings insured to at least $100,000 by National
Credit Union Administration, a U.S. Government Agency.