Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe® Acrobat Reader.
Credit Union West
Routing Number: 322172153
LOGIN to online banking
Online BankingClose online banking

Online Banking

secure access 24/7

New User? Register now. Mobile Link Need login help? Mobile Link

elderly couple working on paper

Investing with LPL Financial

Find the investment plans and services that aim to grow and protect your assets.

Investing Your Way

 
There are many financial tools that are designed with the objective to build long-term wealth. Some plans offer tax-breaks, some have higher returns that fluctuate with the market and others apply interest at a fixed rate. And, there are investments that are riskier than others. A trusted LPL Financial Advisor can help you navigate the options and find suitable investments for you.
 
LPL Financial Advisors help you make sense of the numerous investment options by offering professional advice through LPL Financial, an independent broker-dealer. Founded in 1989, LPL Financial has a long history of providing guidance to individuals who want to grow financially.
 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

Choose The Option That's Suitable For You

Investments

 
Discover the wide range of investment plans offered.
 
 
 

Strategic Asset Management

 
Get an investment strategy tailored to you.
 
 
 

Retirement Planning

 
Begin planning your retirement strategy.
 
 
 

Meet Our Advisors

 
See our LPL Financial Advisors to learn about their skills and experience.
 
  

Contact an advisor

 
Send us a message if you have any questions about our investment services.
 
 

LPL Account log-in

 
If you are an active investor, login here to view your LPL Account.
 
 
 
 
 
 
 
 
 
 
 
 
 

Potential Benefits

 

Investments


  • Stocks
  • Bonds
  • Mutual Funds

Strategic Asset Management

  • Tailored strategy
  • Professional knowledge
  • Portfolio management

Retirement Accounts


  • Various plan selections
  • Investment opportunities
  • Tax implication review
 
 
 
 
 
 
 
 
 

 

 

LPL Financial Located at Credit Union West logo

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Credit Union West is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Credit Union West. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Credit Union West. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, MI, MN, MS, MO, NV, NJ, NM, NC OR, PA, TX, UT, VA, WA