Coming soon, your investment accounts will have enhanced access and improvements!

We’re excited to let you know about upcoming enhancements for the investment products, insurance, annuities, and retirement planning that you enjoy through our in-branch financial professionals and Liberty Wealth Services located at Liberty Federal Credit Union / Liberty Financial.

The team of people you work with is not changing, but our team is working to bring our members enhanced digital tools that will help you connect with your financial professional and access your investment accounts wherever and whenever you choose.

Here’s what’s staying the same and what will be new:

• You’ll continue to work with our financial team at the same Liberty Federal Credit Union / Liberty Financial locations and reach them at our same contact numbers.
• You’ll be able to easily view your investment accounts using one consolidated statement and with a new, secure online platform that works on any computer, tablet, or smartphone.
• Liberty Wealth Services investment and retirement planning services is supported by CUNA Brokerage Services, Inc. (CBSI), a credit union-focused broker/dealer for investment services, which is entering a strategic alliance with LPL Financial, an industry leader in technology and support for financial professionals.

As part of these changes, your investment accounts opened through Liberty Wealth Services / Liberty Financial will be moved from CUNA/Pershing to the LPL Financial platform, unless you indicate otherwise. By now, you may have received communications required by regulators regarding the upcoming change by mail. It’s important for you to know that your accounts will move to LPL unless you specifically opt out, in which case we will no longer be able to serve you through Liberty Wealth Services / Liberty Financial.

By now, most of our clients have received packets in the mail from CUNA. If you take NO ACTION on the notification mailings, your accounts will be moved from CUNA/Pershing to LPL, and you will continue your established relationship with your current financial professional.

Your best interests have always been and will remain our top priority. As always, we’ll continue to assess your financial future based on any expected or unexpected changes in your circumstances or goals, as well as what’s happening in the markets and economy.

Please know the goal of the alliance is to better enhance your experience, giving you better access and technology. We are happy to talk with any members having questions. Please reach out to us at Liberty Wealth Services / Liberty Financial. We will be communicating with you every month leading up to the alliance with LPL. Our goal is to keep you informed and answer any questions or concerns you may have.