Investments & Insurance
Online Stock Trading/Brokerage
United Teletech Financial offers two ways for online investors to take personal control of their money: CUNA Brokerage and Members Folio Investing. The chart below can help you choose which one is best for you.
| Services | CUNA Brokerage | Members Folio Investing |
| Securities Traded Online | ||
| Stocks | Yes | Yes |
| Mutual funds | Yes | Yes |
| Baskets of stocks (Folios) | No | Yes |
| Real-Time Online Trades | $26.00** | $3.00 to $10.00 |
| Broker-Assisted Trades | $59.00** | $45.00 |
| Twice-Daily Window Trades | N/A | $4.00/stock -or- $29/month flat fee $295/year flat fee Unlimited commission - free trading Unlimited Accounts & Folios |
| Fractional Share Purchases of Stock | No | Yes |
| Limit Orders | Yes | Yes |
| Account Access | ||
| Online | Yes | Yes |
| Face to face representative | Yes | No |
| Telephone representative | M-F 7am-9pm, CT Sat. 8am-4pm, CT |
M-F 6am-11pm, CT Sat. 7am-3pm, CT |
| Touch-tone trading(phone) | Yes | No |
| Account Minimums | None | None |
| Quotes | ||
| Delayed | Yes | Yes |
| Real-time | Yes | No |
| Learn More | Learn More | |
* excluding market holidays.
** Minimum Amount. Trades over 1,000 shares will incur an additional cents per share charge. All executed trades will incur a $2.50 confirmation charge.
*** Minimum Amount. Actual amount may vary based on transaction. Consult your Broker or CUNA Brokerage for actual amount. All executed trades will incur a $2.50 confirmation charge.
These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the federal government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment and insurance products.
