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Get Investments & Financial Planning Investment & Financial Planning Resources - Articles, Events and Calculators How to Plan Financially for Every Life Stage Featured Article As you advance through the seasons of your life, you may discover new financial opportunities and obstacles. By planning ahead, you might be better prepared to address them. Experience: Our Magazine Looking for the latest financial, insurance and real estate trends? We’ve got you covered. Download now Financial Education Events From time to time, we host special in-person seminars and virtual webinars on financial topics. These events are free and open to RBFCU members and the community. Ready to start or revise your financial plans? Investment (IRAs, retirement, life insurance) trust and wealth management services as well as specialized retirement planning solutions for K-12 educators are available to RBFCU members. Uncertain where to begin? We’d be happy to help you navigate your options. Simply complete and submit an appointment form Investments Calculators Am I saving enough for retirement? How much can I contribute to my retirement plan? Should I pay off debt or invest in savings? How long will it take to save for a college education? How much will it cost to raise a child? Contact RBFCU Investments Group to learn more. Investments FAQs Is RBFCU Investments Group part of RBFCU? RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). RBFCU Investments Group financial advisors are registered representatives of Ameriprise Financial Services, LLC and employees of RBFCU. RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC. RBFCU offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through our relationship with Ameriprise Financial, you have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance and annuities, and much more. Ameriprise Financial Services, LLC and its affiliates are entities separate from, and not affiliates of, RBFCU. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC Are my investments insured by the National Credit Union Administration (NCUA)? No, investments are not insured by NCUA. Depending on the type of investments within a personal portfolio, they may be insured by other agencies. What financial planning services does RBFCU Investments Group offer? RBFCU Investments Group offers a wide variety of investment planning services, including: Financial planning services Retirement planning Individual Retirement Accounts (IRAs) 401(k) and pension rollovers Asset allocation Mutual funds Annuities College savings plans Estate planning strategies Whole life insurance Term life insurance Long-term care insurance Can I access my investment account online? If you’ve already registered your investment accounts through RBFCU Online Banking, follow this path: Sign in to your RBFCU Online Banking account Under the “View Accounts” tab, click on the account under the “Investments” section. This page provides a summary of your account only. If you wish to make changes to different investment services, contact your RBFCU Investments Group financial advisor. If you haven’t yet registered your investment accounts through RBFCU Online Banking, follow this path: Sign in to your RBFCU Online Banking account Select the “Explore Products” tab. Click on “Investments.” Review the “Terms & Conditions” and check the box when prompted. The “Account Setup” page should now show your “Investment Account.” Select “Continue.” For first-time RBFCU Mobile app users, tap the plus sign icon (+) at the bottom, select “Explore Products” and then click the “Investments” card. Again, this page only provides a summary of your investments account. If you wish to make changes to different investment services, contact your RBFCU Investments Group financial advisor. Remember: You can also use the secure site on ameriprise.com . It allows you to check balances, access online statements and e-Delivery, pay bills, communicate securely with your advisor and more. How long will it take for an RBFCU Investments Group financial advisor to contact me? Once a request has been made to meet with an RBFCU Investments Group financial advisor , we will contact you within two business days to schedule an initial meeting and learn more about your goals. Online Banking FAQs Who can view a summary of investments and accounts through RBFCU's Online Banking and the RBFCU Mobile app? RBFCU Investments Group clients who are also RBFCU credit union members have the ability to view investment and account summaries through RBFCU’s Online Banking and the RBFCU Mobile app. Do I have to be a credit union member to view my summary of investments and accounts on RBFCU's Online Banking and the RBFCU Mobile app? Yes. In order to access RBFCU’s Online Banking and the RBFCU Mobile app , you must be an RBFCU member. If I'm not an RBFCU member, can I view my investments and accounts through RBFCU’s Online Banking and the RBFCU Mobile app? For complete account details, clients can log in or register to the Ameriprise Financial secure client site at ameriprise.com/client-login What platforms will the integration be available on? You can view a summary of investments and accounts on our Online Banking platform at rbfcu.org via a desktop or the RBFCU Mobile app How can I view my investments and accounts through RBFCU's Online Banking and the RBFCU Mobile app? To view investments and accounts through our Online Banking platform at rbfcu.org or the RBFCU Mobile app , start by signing in and selecting “Explore Products” on the navigational toolbar. Then select “Investments.” (For mobile app users, tap the plus sign icon (+) at the bottom, select “Explore Products” and then click the “Investments” card.) Follow the prompts, and from there, your investments and accounts will automatically appear. What types of investment account details can I view through RBFCU's Online Banking and the RBFCU Mobile app? Within the Account Details page, you can view the account name, account number, account owner, advisor name, account opened date, and, most importantly, the total plan balance. What if I don't want to view all of my accounts? You have the ability to “Enable All” accounts or toggle on and off individual accounts in the Account Setup page. By toggling off an account, it automatically removes it from the list view. (Please note that the toggle functionality only controls the view; the account is still open and active.) What if I want to see complete account details, such as online statements? Ameriprise Financial offers a secure client site to access online statements and eDelivery, pay bills and communicate with your financial advisor. For complete account details, you can log in or register to Ameriprise Financial at ameriprise.com/client-login Who do I contact for questions regarding the view of my summary of investments and accounts? There are several solutions that may help to resolve questions and concerns. Call the RBFCU Online Banking department. San Antonio/Austin/Corpus Christi/Dallas-Fort Worth: 210-945-3300 Representatives are able to provide remote assistance from 8 a.m. to 6 p.m. Monday through Friday, and from 8:30 a.m. to 4 p.m. Saturday. Email general questions about accounts to memberservices@rbfcu.org or chat with us by signing in to Online Banking Contact your financial advisor directly or call the primary RBFCU Investments Group phone line at 1-888-294-0202 for investment services inquiries. Schedule an Appointment RBFCU Services Financial Advisors Calculators Page last updated January 2026. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest. Ameriprise Financial is not affiliated with the financial institution. Ameriprise Financial cannot guarantee future financial results. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC