Corporate Agent Program Overview

CU Investment Solutions' Corporate Agent Program provides brokerage opportunities for credit unions. The program employs the use of a licensed dual employee who represents a corporate credit union and its traditional products while offering marketable securities such as U.S. Government Agency, Treasury, mortgage obligations and corporate bonds.

The Corporate Agent Program provides nationwide brokerage coverage for credit unions while enabling corporate credit unions the ability to offer brokerage products without the significant overhead cost related to operating their own FINRA and SEC-licensed broker-dealer.

To enter the secure area for the Corporate Agent Program, click here.