Security Safekeeping

Selecting safe, sound investments is the key to a successful credit union investment portfolio. Just as important is selecting a safe and sound provider for settlement and safekeeping of your investments. Through our Security Safekeeping program, your credit union has access to convenient, dependable settlement and safekeeping of your investment securities through a program managed by highly rated financial institutions.

Safety, administrative support and service are what make our program unique. Virtually any security is eligible for the program, regardless of its amount or maturity. Securities are accepted and delivered based solely on your instructions and you receive confirmations of all your transactions.

Benefits:

  • You retain ownership and control of your securities at all times.
  • Thorough documentation of your securities inventory, timely market valuations and results on all activity are provided.

Please contact our Investment Department to learn more about Security Safekeeping.

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Contact Details

    6262 South Lowell Place, Muskego, WI 53150
    (800) 242-4747
    (414) 427-3700