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University Investment Services, powered by Copper Financial Network, LLC (Copper Financial),* was established to provide a fully integrated member experience to help better serve your financial goals.
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Frequently asked questions
- What are some of the best ways to save for retirement as a member-owner at UCU? Click On What are some of the best ways to save for retirement as a member-owner at UCU? One of the easiest ways to start investing in your future at University Credit Union is to open an Investment Retirement Account or IRA. Contribute pre-tax dollars with a Traditional IRA or post-tax dollars with a Roth IRA. Learn more
- Does UCU support sustainable, ethical investing? Click On Does UCU support sustainable, ethical investing? We know being socially and environmentally responsible is important to our member-owners, and we have Environmental, Social, and Governance (ESG) investing frameworks and lending practices in place to guide all of our investment strategies. Learn more
- Are my UCU investment accounts insured? Click On Are my UCU investment accounts insured? UCU University Checking Accounts, Savings Accounts, Money Market Accounts, share Certificates, Revocable Trusts and Individual Retirement Accounts are all insured to at least $250,000 across all accounts by the NCUA. Mutual Funds, Annuities, and Non-Deposit Investments aren’t covered. Learn more
- Where can I start learning about smart investing with UCU? Click On Where can I start learning about smart investing with UCU? Learn about saving for retirement, planning wealth transfers, budgeting, buying a home, and more using the educational modules and interactive guides available in University Credit Union’s Financial Tools section. We can help you invest today for a more secure tomorrow. Learn more
- Can UCU help me invest in a home? Click On Can UCU help me invest in a home? Buying a home is one of the best investments you can make for yourself and your family. Learn about home loans and requirements, or start your application for a home loan with UCU today. Learn more
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*Securities and advisory services offered through Copper Financial Network, LLC ("Copper Financial"), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. University Credit Union ("UCU") has contracted with Copper Financial to make non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. UCU and University Investment Services are not broker-dealers or investment advisers and are not affiliated with Copper Financial. For important disclosures from Copper Financial, please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Click here to view the Copper Financial Customer Relationship Summary.
Investment and insurance products, including annuities:
Are Not Deposits | Are Not NCUA or otherwise Federally Guaranteed | Are Not Credit Union Guaranteed | May Lose Value
UCU has contracted with Copper Financial to provide investment products and services to UCU members. UCU is not a client of Copper Financial. UCU will receive compensation from Copper Financial if you open an account with Copper Financial. This compensation creates an incentive for UCU to refer clients to Copper Financial. For additional information please see the Program Credit Union Fee Disclosures available here.
1For additional details around employer-sponsored plan rollovers, please click here.