If you are an investor who wants to make your own investment decisions, eVISION® is your premium choice for online investing. Bay Federal Investment Services offers members the opportunity to invest online through eVISION® and CUSO Financial Services, L.P. (CFS).
Available Through eVISION®:
- Mutual Funds
- Breaking investment news
- High-powered tools for managing your portfolio and screening mutual funds.
- Commissions as low as $14.95**
- Low minimum initial deposit
A low commission rate and these valuable services make eVISION® an investment tool you don’t want to miss! Get 24-hour access to the investment information you need every day. Open your eVision account today! For in–person information on eVISION® or for an eVISION® New Account Kit, call your CFS Investment Advisor at Bay Federal Investment Services at 831.479.6000 or 888.4BAYFED, option 7. eVISION® Enter Here
*eVISION® is a registered trademark of CFS. Extreme market volatility and trade volume may delay system access and trade execution.
** Please call 877.287.6638 for a complete list of current fees.
Member Portfolio View
Bay Federal's Investment Investment Services available through CUSO Financial Services, L.P.*, a broker dealer, is pleased to provide our members’ access to Member Portfolio View. This free service provides you with convenient 24-hour online viewing of your Full Service brokerage account.
To get started, please contact your Investment Advisor and request your brokerage account Member ID and Password.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: 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 CFS. Bay Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.