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 CFS 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.
Non-deposit investment products and services are offered through CUSO Financial Services, LP. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC 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. NASA Federal Credit Union has contracted
with CFS to make non-deposit investment products and services available to credit union members.
*Application and approval required.
** Surcharge may apply.