Investment & Financial Planning Resources - Articles, Events and Calculators

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 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.

No, investments are not insured by NCUA. Depending on the type of investments within a personal portfolio, they may be insured by other agencies.

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

If you’ve already registered your investment accounts through RBFCU Online Banking, follow this path:

1. Sign in to your RBFCU 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.

If you haven’t yet registered your investment accounts through RBFCU Online Banking, follow this path:

1. Sign in to your RBFCU Online Banking account.
2. Select the “Explore Products” tab.
3. Click on “Investments.”
4. Review the “Terms & Conditions” and check the box when prompted.
5. The “Account Setup” page should now show your “Investment Account.”
6. 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.

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.

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.

Yes. In order to access RBFCU’s Online Banking and the RBFCU Mobile app, you must be an RBFCU member.

For complete account details, clients can log in or register to the Ameriprise Financial secure client site at ameriprise.com/client-login.

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.

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.

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.

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.)

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.

There are several solutions that may help to resolve questions and concerns.

• Call the RBFCU Online Banking department.
  • San Antonio/Austin/Corpus Christi/Dallas-Fort Worth: 210-945-3300
  • 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.