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 offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bay Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Credit Union and are not endorsed, recommended, or guaranteed by Bay Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Please check with your registered representative for state registrations.