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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.


Member Portfolio View


To get started, or if you forget your login credentials, please contact your CFS* Investment Advisor and request your brokerage account Member ID and Password. You can reach us at 831.479.6000 or 888.4BAYFED, option 7.


eVISION®†

If you are an investor who wants to make your own investment decisions without utilizing the services of our CFS* Investment Advisors, 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).

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!


eVISION® Enter Here

 


 

*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.

eVISION® is a registered trademark of CFS. Extreme market volatility and trade volume may delay system access and trade execution.

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