RBFCU Investments Group

Investing in you

RBFCU Investments Group provides guidance and assistance to help you plan for the future. Our financial advisors provide services that help you look toward the future and ensure your finances are ready for each stage of life, whether you’re considering college funding, general investing or retirement. Schedule a no-cost, no-obligation initial consultation with an RBFCU Investments Group financial advisor today.

 

What makes RBFCU Investments Group the right option for planning your investments and preparing for the future?

Hands shaking

Trust

You’ve put your trust in RBFCU as your credit union. Our RBFCU Investments Group financial advisors provide the same high level of service and care as the credit union team you’ve come to rely on.

Brain

Knowledge

You’ll be able to make your financial decisions with guidance from experienced RBFCU Investments Group financial advisors, as well as complimentary seminars.

Hand selecting options

Opportunity

RBFCU Investments Group makes a wide variety of investment options and resources available so you can choose the ones that best fit your needs — both for today and for the future.

Get started

Schedule a no-cost, no-obligation initial consultation with an RBFCU Investments Group financial advisor at your local branch. Check the background of these investment professionals on FINRA’s BrokerCheck.

  • Am I saving enough for retirement?
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  • How much can I contribute to my retirement plan?
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  • How long will it take to reach my savings goal?
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  • Should I pay off debt or invest in savings?
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Still have questions? Contact us:

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  • Is RBFCU Investments Group part of RBFCU?
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    RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU).

    RBFCU Investments Group financial advisors are registered representatives of Ameriprise Financial Services, LLC and employees of RBFCU.

    RBFCU offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.

    Through our relationship with Ameriprise, you will have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

  • Are my investments insured by the National Credit Union Administration (NCUA)?
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    No, investments are not insured by NCUA. Depending on the type of investments within a personal portfolio, they may be insured by other agencies.

  • What financial planning services does RBFCU Investments Group offer?
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    RBFCU Investments Group offers a wide variety of investment planning services, including:

    • Retirement planning
    • Comprehensive financial guidance
    • Estate planning strategies
    • Insurance
    • Wealth management
    • Charitable giving strategies
    • Education funding
    • Long-term care insurance
    • Tax-advantaged investment planning
    • Wealth preservation
  • Can I access my investment account online?
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    To view your investment accounts:

    1. Sign in to your Online Banking account.
    2. Under the “View Accounts” tab, click on the account under the “Investments” section.

    This page provides a summary of your account only. If you wish to make changes to different investment services, contact your RBFCU Investments Group financial advisor.

    You can also use the secure site on ameriprise.com. It allows you to check balances, access online statements and e-Delivery, pay bills, communicate securely with your advisor and more.

  • How long will it take for an RBFCU Investments Group financial advisor to contact me?
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    Once a request has been made to meet with an RBFCU Investments Group financial advisor, we will contact you within two business days to schedule an initial meeting and learn more about your goals.

  • Who can view a summary of investments and accounts through RBFCU's Online Banking and the RBFCU Mobile app?
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    RBFCU Investments Group clients, who are also credit union members, have the ability to view a summary of their investments and accounts.

  • Do I have to be a credit union member to view my summary of investments and accounts on RBFCU's Online Banking and the RBFCU Mobile app?
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    Yes. In order to access RBFCU’s Online Banking and the RBFCU Mobile app, you must be a member.

  • If I'm not an RBFCU member, can I view my investments and accounts on another platform?
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    For complete account details, clients can log in or register to the Ameriprise Financial secure client site at ameriprise.com/client-login.

  • What platforms will the integration be available on?
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    You can view a summary of investments and accounts on our Online Banking platform at rbfcu.org via a desktop or the RBFCU Mobile app.

  • How can I view my investments and accounts through RBFCU's Online Banking and the RBFCU Mobile app?
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    To view investments and accounts through our Online Banking platform at rbfcu.org or the RBFCU Mobile app, start by signing in and selecting “Explore Products” on the navigational toolbar. Then select “Investments.” (For mobile app users, tap the plus sign icon (+) at the bottom, select “Explore Products” and then click the “Investments” card.)

    Follow the prompts, and from there, your investments and accounts will automatically appear.

  • What types of investment account details can I view through RBFCU's Online Banking and the RBFCU Mobile app?
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    Within the Account Details page, you can view the account name, account number, account owner, advisor name, account opened date, and most importantly, the total plan balance.

  • What if I don't want to view all of my accounts?
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    You have the ability to “Enable All” accounts or toggle on and off individual accounts in the Account Setup page. By toggling off an account, it automatically removes it from the list view. (Please note that the toggle functionality only controls the view; the account is still open and active.)

  • What if I want to see complete account details, such as online statements?
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    Ameriprise Financial offers a secure client site to access online statements and eDelivery, pay bills and communicate with your financial advisor. For complete account details, you can log in or register to Ameriprise Financial at ameriprise.com/client-login.

  • Who do I contact for questions regarding the view of my summary of investments and accounts?
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    There are several solutions that may help to resolve questions and concerns.

    • Call the RBFCU Online Banking department.
      • San Antonio/Corpus Christi/Dallas-Fort Worth: 210-945-3300, ext. 53774
      • Austin: 512-833-3300, ext. 53774
      • Representatives are able to provide remote assistance from 8 a.m. to 6 p.m. Monday through Friday, and from 8:30 a.m. to 4 p.m. Saturday.
    • Email general questions about accounts to memberservices@rbfcu.org or chat with us by signing in to Online Banking.
    • Contact your financial advisor directly or call the primary RBFCU Investments Group phone line at 1-888-294-0202 for investment services inquiries.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial is not affiliated with the financial institution.

RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Ask RBFCU