Investment Services Account Access

How do I view my Visions Investment Services account?

Visions Investment Services has rebranded as Visions Wealth Management.

Access Visions Wealth Management investment accounts using the links below:

Still need assistance?
Click here to view our website for investment services or to contact a representative on our wealth management team.

Información adicional

Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Wealth Management, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. De esta manera, se crea un incentivo para que Visions Federal Credit Union haga estas recomendaciones, lo que trae aparejado un conflicto de intereses. Visions Federal Credit Union no es un cliente actual de LPL para servicios de corretaje o asesoría.

Si desea obtener información más detallada, visite https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Los productos de seguros se ofrecen a través de LPL o sus afiliadas bajo licencia. Visions Federal Credit Union and Visions Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Visions Wealth Management, and may also be employees of Visions Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Visions Federal Credit Union or Visions Wealth Management. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WV y WY. Los valores y seguros que se ofrecen a través de LPL o sus afiliadas bajo licencia:

No están asegurados por parte de NCUA ni de ninguna agencia gubernamental federal

Sin garantía de la cooperativa de crédito

No son depósitos ni obligaciones de cooperativa de crédito

Puede perder valor

Esto no implica una garantía de que estas estrategias de inversión funcionen en todas las condiciones de mercado. Cada inversor debe evaluar su capacidad de invertir a largo plazo, en especial, durante períodos de recesión en el mercado.

Verifique los antecedentes de los profesionales de inversiones asociados con este sitio en Broker Check de FINRA.