We are excited to announce that our conversion to LPL Financial,* our new broker/dealer, is successfully underway!
Soon, you will have access to Account View, a state-of-the-art online portfolio of your investments with us. We look forward to rolling out access to this great new system in the coming weeks as the conversion process completes.
In the meantime, if you need information about any of your investment accounts, please do not hesitate to reach out to your LPL Financial Advisor. We look forward to continuing to help you pursue your financial goals and plan for the future.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Bay Federal Credit Union, and may also be employees of Bay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bay Federal Credit Union or Investment Services at Bay Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency
||Not Credit Union Guaranteed
||Not Credit Union Deposits or Obligations
||May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DC, HI, ID, IN, MA, MN, MT, NC, NM, NV, NY, OK, OR, SD, TN, TX, and WA.