
Completing a financial plan is an important first step towards future financial stability and success. We offer two services, available exclusively to Alliant members.
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Financial Investment Program |
The Financial Investment Program allows you to meet with an advisor over the phone or in person to discuss a financial plan.
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Online Financial Planning - SimpliFi |
The Online Financial Planning tool from SimpliFi allows you to create your own plan online with the help of a virtual financial advisor.
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HSA Investment Program |
In addition to maintaining a standard dividend bearing HSA you can choose from a variety of money market and mutual fund investment options, from conservative to aggressive.
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866-512-6109.
Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution.
CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
Home > Deposits & Investments > Investment Services
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Alliant Credit Union, Chicago, Illinois. Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government - National Credit Union Administration (NCUA), a U.S. Government Agency. |
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