Contact CUNA Brokerage Services


The Investor Connection website is an online resource designed exclusively for Financial Advisors and their clients.  For questions related to your Investor Connection experience please see the information below.
 
Frequently Asked Questions
Many of your inquiries may be answered on our Frequently Asked Questions page. Check there to see if we have an immediate answer to your question.
 
Phone
CUNA Brokerage Services, Inc lets you invest on your own, but remember that you are never alone. If you have any questions or comments, do not hesitate to call our toll-free Customer Service Center. Service representatives can help you open an account, place a trade, get quotes, or answer questions about your account or our services. 

Reach us at:
800.369.2862
Monday through Friday, 7:30 a.m. to 7 p.m. CT. Call Center will be unavailable when the market is closed except Martin Luther King Day and President's Day.  The call center is closed on New Years Day & Memorial Day.

Voice Enabled Technology
Information regarding your account is available at all times. Your CUNA Brokerage account includes access to voice enabled technology. You can place trades, get quotes, review account information, and more through our automated speech-enabled phone system. It responds quickly and easily to your voice commands, no matter where you are, be it at home, at your office, or on the road.
 
800.369.9709
This service is available 24 hours a day, 7 days a week.
 
By Mail
Please direct all official correspondence in writing to:
 
CUNA Brokerage Services, Inc
2000 Heritage Way
Waverly, IA 50677-9202

Work with someone you trust!

Work with a Financial Advisor located at Houston Federal Credit Union for help with planning for your future, assessing your financial needs and protecting your family and assets through insurance.
What do you think?
 
Tell us what you like, what you don't like, or give us your suggestions for improving our Web site. We are continually working to improve your Investor Connection experience.  Your suggestions and feedback are appreciated as we make enhancements to the site. We want to hear from you!
Technical difficulties?
 
We apologize for any technical issues you have experienced. Please contact us to report issues so we may address them. Thank you!