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Investment Appointment Request

INVESTMENT APPOINTMENT REQUEST

I am interested in scheduling an appointment with a Financial Advisor, registered through CFS.^

This is a secure form and all information provided will be kept strictly confidential.

Are You a Member of NASA Federal Credit Union?

 
 

 
I would like to meet by video conference.

(Dates and times subject to availability; please submit your request at least 5-7 days in advance of your desired appointment date.)

 

^Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial is a subsidiary of Atria.

Confidential information such as account numbers and social security numbers should not be sent by email for security reasons. Instead, please contact us directly at 1-888-NASA-FCU, send us a secure message through eBranch Online Banking or Mobile Banking, or visit your nearest branch.

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