Self-Directed Investing

Full Brokerage Online Trading with eVision

eVision® is an example of SF Fire Credit Union and CUSO Financial Services’ commitment to provide members with the technology that makes it easier to invest on their own:

  • Buy and sell stocks, options, and mutual funds with commissions as low as $14.951.
  • Full complement of valuable online screening tools
  • Expansive array of investments
  • Premium research and market insight
  • Powerful interactive charting capabilities
  • Extensive news and company profiles
  • Customizable “watch lists”
  • View investment balances within Online Banking
  • Email and phone alerts notifying you of important market news and activities

To learn more or to get started, click here to go to eVision.

If you’re not sure you want to navigate the world of financial planning on your own, Stephen Seewer (our CFS* Financial Advisor) is available to assist you with a no-cost, no-obligation appointment.

1. eVision® is a registered trademark of CUSO Financial Services, L.P. Extreme market volatility and trade volume may affect system access. Complete pricing available online.
* 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. SF Fire Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.