Retirement Rollovers

For a limited time when you roll over your IRA or 401(k) account you’ll receive a $50 gift card. Visit your local branch representative or call 866-571-5079.

401(k) / 403(b)

Rollover your employer-sponsored retirement account and increase your investment options.

IRA Rollover

Transfer your IRA investment to another IRA and work with a CFS Financial Consultant at Altura.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.