RBFCU Investments Group
Invest in your future with more confidence
With financial planning services available for every life stage — from the start of your career through retirement, count on us to help you make more informed financial choices.
Advance your financial goals
Tell us what matters most to you.
Retirement
Create and fund the retirement of your dreams — be it one full of rest, travel or new adventures.
Personal
Prepare for major home, auto or travel purchases by saving and investing your money more strategically.
Education
Set aside funds to cover education costs for younger family members — or to fund your professional growth.
Family
Work toward building generational wealth to share with loved ones or your community.
Services
- Financial planning
- Retirement planning
- Asset allocation
- Estate planning strategies
Investment Products
- Individual Retirement Accounts (IRAs)
- 401(k) and pension rollovers
- Mutual funds
- Annuities
- College savings plans
Insurance Products
- Whole life insurance
- Term life insurance
- Long-term care insurance
Trust
Work with an RBFCU Investments Group financial advisor, part of a team committed to providing the same high level of service, care and integrity as the credit union upon which you’ve come to rely. (Check the background of our investment professionals on FINRA’s BrokerCheck®.)
Knowledge
Grow your financial planning knowledge and confidence through free financial education events and other helpful resources, including online calculators.
Opportunity
Create a custom plan with our investment strategies and solutions. For added convenience, visit the Virtual Advisory Center or explore our free digital tools.
Review your investments with ease
With RBFCU Investments Group, it’s easy to keep an eye on your finances.
Online Banking Just Got Better With Ameriprise Financial Services, LLC
Contact RBFCU Investments Group to learn more.
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Is RBFCU Investments Group part of RBFCU?
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 Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
RBFCU offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.
Through our relationship with Ameriprise Financial, 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.
Ameriprise Financial Services, LLC and its affiliates are entities separate from, and not affiliates of, RBFCU.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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Are my investments insured by the National Credit Union Administration (NCUA)?
No, investments are not insured by NCUA. Depending on the type of investments within a personal portfolio, they may be insured by other agencies.
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What financial planning services does RBFCU Investments Group offer?
RBFCU Investments Group offers a wide variety of investment planning services, including:
- Financial planning services
- Retirement planning
- Individual Retirement Accounts (IRAs)
- 401(k) and pension rollovers
- Asset allocation
- Mutual funds
- Annuities
- College savings plans
- Estate planning strategies
- Whole life insurance
- Term life insurance
- Long-term care insurance
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Can I access my investment account online?
If you’ve already registered your investment accounts through RBFCU Online Banking, follow this path:
- Sign in to your RBFCU Online Banking account.
- 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.
If you haven’t yet registered your investment accounts through RBFCU Online Banking, follow this path:
- Sign in to your RBFCU Online Banking account.
- Select the “Explore Products” tab.
- Click on “Investments.”
- Review the “Terms & Conditions” and check the box when prompted.
- The “Account Setup” page should now show your “Investment Account.”
- Select “Continue.”
For first-time RBFCU Mobile app users, tap the plus sign icon (+) at the bottom, select “Explore Products” and then click the “Investments” card.
Again, this page only provides a summary of your investments account. If you wish to make changes to different investment services, contact your RBFCU Investments Group financial advisor.
Remember: 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.
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How long will it take for an RBFCU Investments Group financial advisor to contact me?
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.
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Who can view a summary of investments and accounts through RBFCU's Online Banking and the RBFCU Mobile app?
RBFCU Investments Group clients who are also RBFCU credit union members have the ability to view investment and account summaries through RBFCU’s Online Banking and the RBFCU Mobile app.
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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?
Yes. In order to access RBFCU’s Online Banking and the RBFCU Mobile app, you must be an RBFCU member.
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If I'm not an RBFCU member, can I view my investments and accounts through RBFCU’s Online Banking and the RBFCU Mobile app?
For complete account details, clients can log in or register to the Ameriprise Financial secure client site at ameriprise.com/client-login.
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What platforms will the integration be available on?
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.
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How can I view my investments and accounts through RBFCU's Online Banking and the RBFCU Mobile app?
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.
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What types of investment account details can I view through RBFCU's Online Banking and the RBFCU Mobile app?
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.
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What if I don't want to view all of my accounts?
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.)
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What if I want to see complete account details, such as online statements?
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.
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Who do I contact for questions regarding the view of my summary of investments and accounts?
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
- Austin: 512-833-3300
- 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.
- Call the RBFCU Online Banking department.
Page last updated December 2023.
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 Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest.
Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.
Ameriprise Financial is not affiliated with the financial institution.
Ameriprise Financial cannot guarantee future financial results.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
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.
Federally Insured by NCUA. Equal Housing Lender.
