Self-Directed Investing

When we say "Self-Directed Investing" we're really talking about those individuals that feel comfortable doing their investing on their own. Investing with eVISION®** or Sharebuilder are just two ways our members can work toward their investment goals.

Sharebuilder
First Tech has teamed up with ShareBuilder to offer members a unique investing option - dollar based investing***. Each transaction is just $4. There are no account or investment minimums and best of all you don't have to be a real-time trader to start investing. ShareBuilder is designed specifically for the systematic investor interested in making the same trades weekly or monthly to build a long term portfolio.

eVISION®
eVISION® is another great example of how First Tech, together with CUSO Financial Services, L.P. (CFS), is committed to bringing you technology that makes it easier to plan and think forward. And thanks to suggestions from members like you, eVISION® continues to evolve into a more powerful and easy-to-use investment tool.

Take control of your investments with easier access and better tools:

Full complement of valuable online screening tools
Expanded array of investments
Premium research and Market Insight
Powerful interactive charting capabilities
Extensive news and company profiles
Customizable "watch list"
Email and phone alerts notifying you of important market news and activities.

Experience the service and cutting-edge investment management tools that the new eVISION® offers, and see what the future of self-directed investing looks like.

If you're not sure you want to navigate on your own, our CFS* Financial Advisors are available to help you prepare for contingencies, set your course and steer your financial ship to your desired destination. Call 800.637.0852 x371 or use the online form and set up your complimentary initial consultation with the Financial Advisor near you.

Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC).

eVision is a registered trademark of CUSO Financial Services, LP. System response and account access times may vary due to market conditions, system performance and other factors.

Sharebuilder is offered by Sharebuilder Securities Corporation, a registered broker/dealer, and Member FINRA/SIPC. Copyright 1999-2000. Sharebuilder is a trademark of Netstock Corporation. Patent Pending. Sharebuilder is not affiliated with First Tech and First Tech has no involvement in the relationship between Sharebuilder and its customers.

Investments Are: NOT NCUA/NSUSIF INSURED, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.

* See website for full details, including complete pricing schedule and transaction fees.
** eVISION® is a registered trademark of CFS.
*** A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investmetn, so investor shoudl consider financial ability to continue purchases through periods of low price levels.