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Investment Services

Are You an Existing Client?

Welcome back! To view your investment account, simply log in online. If you have any questions on how to access your account, or want to discuss your portfolio with an advisor, call (206) 361-5312.

We're proud to provide you with a variety of investment options to help meet your needs through CUSO Financial Services (CFS)*.

Become a Client Today!

Hit the bullseye with your retirement — our team can help you develop the right steps for your lifestyle. Whether you're a seasoned investor or just getting started, managing your investments is a lot easier with an advisor by your side. Through our partner CFS*, we offer a wide selection of investment products and services, including:

Rollovers — 401(k) and TSP (Thrift Savings Plan)

Preserve the tax advantages of your employer retirement plans. Once you leave your employer, we can work with you to roll over your funds into an IRA. Enjoy more control over the distributions of your account and manage your money how you see fit. We'll help you put a plan in place. So your money never stops working, even when you do.

Transfers — IRA and Investment Accounts

Do you want to consolidate your retirement & investment accounts? We can help to facilitate the transfer of your existing accounts. Make the move and upgrade to client service that puts your future first.

Retirement Strategies — Pre and Post

Start and fund a retirement account that actually fits the lifestyle you have in mind. So you'll have the means to do all the things on your bucket list — not just the time. Work with an advisor to create a detailed retirement roadmap, including investment options and tax strategies to make the most of your financial situation.

Insurance Solutions

Choose from a full insurance portfolio, from annuities to life insurance to long-term care. Do what needs to be done to protect your loved ones. Contact an Advisor today.

Learn More About Our Investment Team

Our investment team has the same practical, down-to-earth approach to money management you've come to expect from Verity. Visit Investment Services Online to learn more — where you can take advantage of newsletters, calculators and monthly online articles.

There's no better time to think about your future than now. Talk to an investment advisor, whenever your ready — just dial (206) 361-5312.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("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. Verity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.