Investment Services from RBFCU Investments Group | RBFCU - Credit Union

Investment Services from RBFCU Investments Group | RBFCU - Credit Union
Schedule an Appointment
ATMs & Locations
Rates
Apply for a Loan
Open an Account
Routing Number
314089681
Join
Find Your Next Car
Search New & Used Vehicles
Preferred Dealers
Loan Protection
GAP Plus
Mechanical Repair Coverage (MRC)
Credit Insurance
Home Loans & Realty
You found your dream home, now find financing that fits you
Mortgage Overview
Purchase
Refinance
Loan Options
Fixed-Rate
Adjustable-Rate
FHA & VA
Jumbo
New Construction
Land
100% Financing
100% Financing for Medical Professionals
First-Time Homebuyers
Home Equity/HELOC
Home Improvement
Homebuying & Selling Services
Realty Services
Title Insurance
Home Appraisal
Mortgage Retail Team
Retirement
Helping school employees plan for the future with confidence
Retirement Program Overview
Schedule an Appointment
403(b)
Roth 403(b)
457(b)
Roth 457(b)
RBFCU Freedom Retirement Plan
Enroll Online
Manage Your Account
Investments
Helping you invest in life's big moments
Investments Overview
Schedule an Appointment
Financial Advisors
Virtual Advisory Center
Investment Strategies
Financial Health Check
Wealth Management
Trust Services
Insurance
All the coverage you need in one place
Insurance Overview
Request a Quote
Homeowners Insurance
Auto Insurance
Personal Insurance
Business & Commercial Insurance
Health Care Plans & Insurance
Medicare Supplement Insurance Plans
Business
Earning your trust by serving your business
Business Overview
Business Loans
SBA Loans
Business Credit Card
Business Accounts
Business Checking
Business Services
Select Group Membership
Learn
Learn more, earn more, save more with RBFCU
Learn About Finances With RBFCU
Budgeting & Saving
Credit Scores & Credit Reports
Buying a Car & Vehicle Loans
Student Loans & Paying for College
Mortgage Loans & Homeownership
Investments & Financial Planning
Security & Fraud Center
Financial Education
Request a Financial Presentation
GreenPath Financial Wellness
Virtual Financial Coach
Financial Counseling & Education
Debt Management
Calculators
It's a Money Thing
Video Series
Junior Series - Ages 4-10
En Español
Seminars & Webinars
Youth Ambassador Program
FAQs
RBFCU Mobile
app
Download our app for a better mobile banking experience.
Get
RBFCU Investments Group
Invest in your future with more confidence
With financial planning services available for every life stage — from the start of your career through retirement, count on us to help you make more informed financial choices.
Advance your financial goals
Tell us what matters most to you.
Retirement
Create and fund the retirement of your dreams — be it one full of rest, travel or new adventures.
Personal
Prepare for major home, auto or travel purchases by saving and investing your money more strategically.
Education
Set aside funds to cover education costs for younger family members —
or to fund your professional growth.
Family
Work toward building generational wealth to share with loved ones or your community.
Explore our financial products and solutions
Start, refine or expand your personal goals.
Services
Financial planning
Retirement planning
Asset allocation
Estate planning strategies
Investment Products
Individual Retirement Accounts (IRAs)
401(k) and pension rollovers
Mutual funds
Annuities
College savings plans
Insurance Products
Whole life insurance
Term life insurance
Long-term care insurance
Discover what sets us apart
We offer experience, stability and one-to-one personalized service.
Trust
Work with an
RBFCU Investments Group
financial advisor
, part of a team committed to providing the same high level of service, care and integrity as the credit union upon which you’ve come to rely. (Check the background of our investment professionals on
FINRA’s BrokerCheck
.)
Knowledge
Grow your financial planning knowledge and confidence through
free financial education events
and other
helpful resources
, including
online calculators
Opportunity
Create a custom plan with our
investment strategies and solutions
. For added convenience, visit the
Virtual Advisory Center
or explore
our free digital tools
Review your investments with ease
With RBFCU Investments Group, it’s easy to keep an eye on your finances.
Online Banking Just Got Better With Ameriprise Financial Services, LLC
Contact RBFCU Investments Group to learn more.
Investments Calculators
Am I saving enough for retirement?
How much can I contribute to my retirement plan?
How long will it take to reach my savings goal?
Should I pay off debt or invest in savings?
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.
Meet Our Financial Advisors
Schedule an Appointment
Investment Strategies
Review Online Resources
Page last updated December 2023.
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.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review
the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees
and expenses.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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