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Online Investment Services Online Investment Services

No matter what type of investor you are, RB Financial LLC has an online investment solution for you. RB Financial makes available two different ways to place trades over the Internet as well as providing the ability to transfer funds from your checking or savings account to your CUNA Brokerage Account.

CUNA Brokerage   Access Your Account    

Manage your investment portfolio with a full-service brokerage account offering almost every kind of trade imaginable and the necessary tools to help you select appropriate securities. CUNA Brokerage is:

  • Accessible: Invest however you want – online, by telephone, or with a face-to-face representative.
  • Comprehensive: Trade stocks, mutual funds, and more.
  • Personalized: Create your own watch list and get personalized news and securities information.
  • Valuable: With FundScan,TM you can narrow down 6,000 mutual funds by defining your criteria.

MEMBERS FOLIO Investing   Access Your Account    

Buy stocks, no-load mutual funds and other securities one at a time. Or, buy custom baskets of up to 50 securities (Folios) in one simple transaction — much like a mutual fund. MEMBERS FOLIO Investing is:

  • Easy: Rather than trying to guess the "right" stock, buy diversified portfolios with a click of the mouse. There's even a FOLIO Wizard® that can help you pick the Folio that is right for you.
  • Smart: Get the diversification benefits of mutual funds – without the high fees and tax bills that come with funds.
  • Personalized: Customize and modify your Folios as often as you want.
  • Affordable: Choose from various pricing plans – and invest without minimums.
  • Valuable: Automatic tax lot tracking, performance reporting, watch lists and much more – all free.

RB Financial LLC is a wholly-owned subsidiary of RB Premier Services LLC. RB Premier Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with RBFCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

FR051307-E0F1

MEMBERS FOLIO Investing: Securities products and services offered through FOLIOfn Investments, Inc., member NASD/SIPC, an independent broker/dealer. Investments are not federally insured, may lose value, and are not underwritten or guaranteed by RB Financial LLC.