Managing investments online.
We want you to have the right strategies in place for you to meet your financial goals. If you’re curious about managing your investments on your own, let’s talk! The professionals on our Financial Planning Solutions Team will help you figure out if this is the best option for you. To us, financial planning is about listening to your needs and providing advice and solutions to fit your specific situation.
Our online option for you is Credential Direct® on-line brokerage. It is a quick and easy online trading at an affordable price. Credential Direct provides stock quotes, market indices, portfolio tracking and plenty of research tools such as news, charts and more. Credential Direct is credit union owned and provides the same values and commitment you have come to expect from Westoba.
If you need support, a group of professional investment representatives are available to answer your questions and help you trade online. Call 1.877.742.2900, e-mail firstname.lastname@example.org, or fax 1.604.742.2901. For more information or to begin trading, visit http://www.credentialdirect.com/or call 1-877-742-2900.