LPL/CBSI Alliance Resource Center

Quick summary of what you need to know:

New Client Dashboard Coming Soon!

Via this alliance, you will have access to an online portal and app, known as Account View. These enhancements will provide a more seamless client experience to both view and track your investment accounts. Account View will allow for connected access to your investments and your information—from anywhere, anytime. The Account View 2.0 modernized dashboard provides a simple view of your account information so you can see everything from one, easy-to-understand location. Account View is an optional, client-centric enhancement I hope you will enjoy in tandem with your customary printed statement.

The team of people you work with is not changing.

You’ll continue to work with our financial team at the same Evansville Teachers Federal Credit Union/Liberty Financial locations and reach them at our same contact numbers. Our current Broker/Dealer, CUNA Brokerage Services, Inc. is entering a strategic alliance with LPL Financial, an industry leader in technology and support for financial professionals.

No action is required on your part.

By now, most of our clients have received packets in the mail from CUNA. No action is required to continue your established relationship with your current financial professional. It’s important for you to know that your accounts will move to LPL unless you specifically opt out, in which case we will no longer be able to serve you through ETFCU Financial Group/Liberty Financial.

Coming soon, your investment accounts will have enhanced access and improvements!

We’re excited to let you know about upcoming enhancements for the investment products, insurance, annuities, and retirement planning that you enjoy through our in-branch financial professionals and ETFCU Financial Group located at Evansville Teachers Federal Credit Union / Liberty Financial.

The team of people you work with is not changing, but our team is working to bring our members enhanced digital tools that will help you connect with your financial professional and access your investment accounts wherever and whenever you choose.

Here’s what’s staying the same and what will be new:

  • You’ll continue to work with our financial team at the same Evansville Teachers Federal Credit Union / Liberty Financial locations and reach them at our same contact numbers.
  • You’ll be able to easily view your investment accounts using one consolidated statement and with a new, secure online platform that works on any computer, tablet, or smartphone.
  • ETFCU Financial Group investment and retirement planning services is supported by CUNA Brokerage Services, Inc. (CBSI), a credit union-focused broker/dealer for investment services, which is entering a strategic alliance with LPL Financial, an industry leader in technology and support for financial professionals.

As part of these changes, your investment accounts opened through ETFCU Financial Group / Liberty Financial will be moved from CUNA/Pershing to the LPL Financial platform, unless you indicate otherwise. By now, you may have received communications required by regulators regarding the upcoming change by mail. It’s important for you to know that your accounts will move to LPL unless you specifically opt out, in which case we will no longer be able to serve you through ETFCU Financial Group / Liberty Financial.

By now, most of our clients have received packets in the mail from CUNA. If you take NO ACTION on the notification mailings, your accounts will be moved from CUNA/Pershing to LPL, and you will continue your established relationship with your current financial professional.

Your best interests have always been and will remain our top priority. As always, we’ll continue to assess your financial future based on any expected or unexpected changes in your circumstances or goals, as well as what’s happening in the markets and economy.

Please know the goal of the alliance is to better enhance your experience, giving you better access and technology. We are happy to talk with any members having questions. Please reach out to us at ETFCU Financial Group / Liberty Financial. We will be communicating with you every month leading up to the alliance with LPL. Our goal is to keep you informed and answer any questions or concerns you may have.

Questions? Please contact your advisor, or an advisor near you:

Evansville: (812) 469-9909

Louisville: (502) 874-4262

Tennessee: (615) 800-5520

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-4376183.1-0222-0324