CFS Investments Transition
CUSO Financial Services, L.P. (CFS) became LPL Financial1 on May 17, 2025.
As part of this conversion, CFS systems are currently undergoing changes, which may temporarily affect your ability to view your investment account balances through digital banking.
If you have questions in regard to your investment account, your Financial Consultant is your best contact and will be ready to assist you.
1Securities 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. Arrowhead Credit Union and Member Investment Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Member Investment Program, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arrowhead Credit Union and Member Investment Program. 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 |