This credit union is federally insured by the National Credit Union Administration.

Full Brokerage Services


Just starting your career? Retirement just around the corner? Now is the time to plan! BWCU is committed to offering you access to financial alternatives that meet your needs.

In partnership with UVEST Financial Services, BWCU can provide you with access to a full range of brokerage services, including financial analysis, professional money management, college savings plans, IRA rollovers, business retirement plans, stocks, bonds, mutual funds, annuities and more. UVEST is a registered broker-dealer and member of the National Association of Securities Dealers (NASD) www.nasd.com and the Securities Investor Protection Corporation (SIPC) www.sipc.org. Headquartered in Charlotte, North Carolina, UVEST has been providing financial institutions investment services since 1982.

Open a UVEST Account Today!
If you'd like to open a full service brokerage account or speak with a licensed Financial Advisor, please contact Denise Devine at (316) 651-5185. Denise is available to provide clients with personalized, professional investment guidance with the aid of the state-of-the-art investment information and communications equipment. Discussions with Denise are confidential and without obligation.

How do I sign-up for UVEST's online service?
To view your UVEST account online, click here to download the UVEST Internet Agreement and Activation form. Once your UVEST account has been set-up for online access, you will receive an e-mail with instructions on how to log on. You'll need Adobe Acrobat Reader installed on your computer to download the form. Please complete the form and mail it to:

 

UVEST Financial Services
200 S. College St.
21st Floor
Charlotte, NC 28202

Or, you can fax it to (704) 371-8034.

Access your UVEST account online
With a full service brokerage account from UVEST Financial Services, you can view your account portfolio online. There is no fee for this online service. If you wish to execute trades, contact Denise Devine at (316) 651-5185. Click here to access your account.

Not a Deposit
No CU Guarantee
Not NCUA or NCUSIF Insured
May Lose Value
Not Guaranteed by any Government Agency
Net Exchange Client is a UVEST service and BWCU is not responsible
for the use of or the information on that site.


 


Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.