* Personal Portfolio Introductory Promotion: No fees for the first 6 months from the date of enrollment in Personal Portfolio. After the introductory promotion period, the standard account fee of 1.5% of assets under management (AUM) will apply, and the member’s account will be charged one-twelfth of 1.5% of assets under management each month.
Money market and mutual fund products are offered through SaveDaily.com, Inc. (“SaveDaily”), an SEC registered investment adviser (RIA). Investments made through SaveDaily and its affiliates are not FDIC or NCUA or otherwise federally insured, are not guarantees or obligations of the financial institution, and may involve investment risk, including possible loss of principal.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value