Connect with a third party investment provider

Are you interested in managed portfolios or brokerage accounts? Though UNFCU does not provide investment services, we can direct you to a third party investment provider depending on your needs.

Connect with a third party investment provider in Digital Banking

  1. Sign in to Digital Banking.

    If you do not have Digital Banking, enroll today. You can also contact us to complete the form with one of our representatives.

  2. On the My Accounts page, scroll down to the Investments section. 

  3. Complete the form.

Investment options available to UNFCU members:

Members residing in the US: US citizens, G-4 visa holders, and US permanent residents living in the United States can access investment services from Copper Financial Network, LLC (CuFi). The investment services include: 

  • Managed investment portfolios: Portfolios are actively managed by professional money managers selected by CuFi. The fee for this investment advice is typically based on a percentage of the value of the assets being managed. 
  • Brokerage accounts: You buy and sell individual securities such as stocks, bonds, and exchange-traded funds (ETFs). These securities are in an account held with CuFi. CuFi typically charges a brokerage commission or other transaction fee for each transaction executed. 

Members residing outside the US: If you are not a US citizen and you are not a US permanent resident, you can access: 

  • Managed investment portfolios: Portfolios are actively managed by professional money managers selected by an independent financial advisor. The fee for this investment advice is typically based on a percentage of the value of the assets being managed. 
  • Brokerage accounts: You buy and sell individual securities such as stocks, bonds, and exchange-traded funds (ETFs). These securities are in an account held with Copper Financial Network, LLC (CuFi). CuFi typically charges a brokerage commission or other transaction fee for each transaction executed. 

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