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Be a Smarter Investor

When it comes to investing money, it's wise to determine where you are before you decide where to go. Our CFS* Financial advisors are here to help you get started by assessing your current financial situation and identifying your financial goals.

Let our experienced financial professionals guide help you in creating a smart investment plan tailored to your needs, with investment products and services through our broker-dealer, CUSO Financial Services (CFS).

For specific tax advice, please consult a qualified tax professional.


Or call us:

(800) 252-8311 x21081
(512) 997-2367

Connect with eVISION®

eVISION^ is a self-directed online brokerage service through CFS.

Gain access to a range of investment products, with commissions as low as $14.95, and high-powered research tools (quotes, charts and analyses) for better managing your investment portfolio.

^ eVISION® is a registered trademark of CUSO Financial Services, L.P. (member FINRA/SIPC). Extreme market volatility and trade volume may affect system access and execution.


Secure Your Financial Future

Are you thinking of opening a UT System supplemental retirement savings plan? Does your current retirement vendor offer you a variety of investment options for the retirement you'd like? We can help you look at the options to find what fits your future.

Through CUSO Financial Services (CFS) and ING Financial Advisers, LLC, University Federal Credit Union can help you establish a UT System retirement account. Set up a free, no-obligation consultation at your UFCU financial center, and we’ll help you sort through the complexities to make an informed decision.


Or call us:

(800) 252-8311 x21081
(512) 997-2367


Try these educational tools to help you estimate answers to common financial questions.




Watch these engaging, short animated videos that focus on a variety of financial topics and illustrate key financial concepts and current events.




Other Resources

Financial newsletters are designed to provide helpful information on a wide variety of financial topics.

Magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

And the Glossary provides definitions for important financial terms.

* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.