1TOTAL CREDIT UNION BALANCE = combined total SAVINGS + MONEY MARKET + CERTIFICATE + IRA balances + total CHECKING balances + total outstanding LOAN and CREDIT CARD balances (excluding first mortgages) + authorized INVESTMENT service balances
(through CUSO Financial Services, L.P2) per personal account number in good standing as determined on the last day of each calendar quarter (or by request at any time). Business accounts are excluded from Membership Rewards. Certain restrictions apply.
2A Complimentary Portfolio Analysis is a no cost, no obligation consultation with a LPL Licensed Financial Advisor at NASA Federal Credit Union. Our experienced advisors will provide a comprehensive review of your existing portfolio to ensure the asset allocation properly coincides with your established investment objectives, risk tolerance, and time horizon. With the goal of helping every person to make more informed decisions with their hard-earned money, our experience and partnerships across the financial spectrum can support you in solving almost any fiscal challenge that may arise in your life.
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. NASA Federal Credit Union (NASA FCU) and NASA Federal Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using NASA Federal Investment Services and may also be employees of NASA FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of NASA FCU or NASA Federal Investment Services. 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 |
*Application and approval required.
** Surcharge may apply.