Investment Strategies & Solutions | RBFCU - Credit Union
Source: https://www.rbfcu.org/investments/investment-strategies
Archived: 2026-04-23 17:10
Investment Strategies & Solutions | RBFCU - Credit Union
Skip to main content
Schedule an Appointment
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Apply for a Loan
Open an Account
Sign In
Routing Number
314089681
Join
Search
Sign In
Find Your Next Car
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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
Investment Strategies & Solutions
What do you need to achieve your financial goals?
The answer to that question can be complicated, but it’s a great starting point. By exploring your goals and objectives with
RBFCU Investments Group
, you can identify strategies and solutions that can move you closer to the financial future you seek.
Your strategy
|
Our solutions
|
Educational resources
|
FAQs
|
Contact us
Develop your strategy
It’s easier than you might think — especially with a financial advisor to help.
ASSESS
where you are.
CLARIFY
where you want to go.
DETERMINE
your level of risk tolerance.
SET
short- and long-term goals.
CHOOSE
solutions and products.
REVIEW
and refine your strategy.
When it comes to developing an investment strategy, the “right” one is the one that fits your unique goals, objectives, budget and overall financial well-being.
In fact, you might have more than one strategy to help you advance toward multiple goals.
That’s why a conversation with a
professional financial advisor
can be useful.
Not only are they prepared to help you learn which key factors to consider, but also they can suggest products and services that might favorably impact your finances.
Discover our solutions
We offer an array of financial products and services.
RBFCU Investments Group
is here to help you reach your short- and long-term financial goals. Below is an overview of some common solutions. Curious
to learn more about how we might be able to help you personally?
Schedule an appointment
.
IRAs
An
Individual Retirement Account (IRA)
is a personal savings plan that offers specific tax benefits. There are two main types:
Traditional IRAs
and
Roth IRAs
.
An IRA can consist of a variety of financial options, including stocks, mutual funds, bonds, annuities, certificates and other investment products.
Retirement Planning
The biggest financial goal for most people, retirement is often the source of many questions.
From pension rollovers to supplementing employer-sponsored benefits, our financial advisors can help you develop a
retirement plan
that suits you.
College Savings Plans
Saving for education is an important goal, and a
529 savings plan
is a tax-advantaged education savings vehicle that can help you set aside funds for a child or grandchild.
There are no age restrictions, no income phase-out limits, and the funds are considered to be gifts. This means anyone, even non-relatives, can contribute.
Life & Long-Term Care Insurance
Depending upon whether you seek to protect your family or yourself, the right insurance plan may help replace lost income, leave a legacy or stretch your retirement dollars in the years to come.
Whole or term life insurance
benefits your heirs while
long-term care insurance
can help provide care should you suffer an illness, disability or a debilitating disease such as Alzheimer’s.
Mutual Funds
A
mutual fund
is a pool of money provided by individual investors, companies and organizations.
The fund’s manager buys securities to pursue a stated investment strategy, providing investors with a quick, efficient means of managing money.
Annuities
A tax-deferred insurance contract designed for retirement purposes, an
annuity
can provide steady income and help fill the gap between pensions, Social Security Retirement benefits and personal savings.
Annuities come in different types, can provide a guaranteed death benefit and typically provide tax deferrals.
Looking for competitive CD rates?
When it comes to finding a good rate on a certificate of deposit (CD), come talk with our financial advisors.
Through our relationship with Ameriprise Financial Services, LLC, RBFCU Investments Group can provide you access to a broad range of
Brokered CDs
. This is an approach many use to build cash reserves and provide guaranteed income.
To learn more,
contact us now
.
Managed accounts — a personalized approach to
your
financial planning
For many,
managed accounts
can help minimize the stress and constant worry of investment decisions — thanks to the skilled professionals who take care of those investments. In other words, the
financial advisor
or investment professional has the discretionary authority to make the investment selections on the investor’s behalf.
1
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.
RBFCU Investments Group
Meet Our Financial Advisors
Schedule an Appointment
Review Online Resources
Page last updated April 2024.
Investments 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
on successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisor 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 for 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.
Annuities are long-term insurance products. Before you purchase, be sure to ask your financial advisor about the annuity’s features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives.
The guarantees offered by the issuing company and are subject to its claims-paying ability.
Before you purchase long-term care or life insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.
1
Please review the Ameriprise
®
Managed Accounts Client Disclosure Brochure or if you have elected to pay a consolidated advisory fee, the Ameriprise
®
Managed Accounts and Financial Planning Service Disclosure Brochure,
for a full description of services offered, including fees and expenses as well as any applicable updates.
Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be
obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s
home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.
Clients contributing to a 529 Plan offered by a state in which they are not a resident, should consider, before investing, whether their, or their designated beneficiary(s) home state offers any state tax or other state benefits such as financial aid,
scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.
Although Brokered Certificates of Deposit are FDIC insured up to the applicable limits; currently $250,000 per depositor, per insured bank, for each ownership category, the FDIC insurance applies only to the principal investment and will not apply to
any amount paid over par value, if applicable.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial is not affiliated with GreenPath.
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
.
Skip to main content
Schedule an Appointment
ATMs & Locations
Rates
Apply for a Loan
Open an Account
Sign In
Routing Number
314089681
Join
Search
Sign In
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
Investment Strategies & Solutions
What do you need to achieve your financial goals?
The answer to that question can be complicated, but it’s a great starting point. By exploring your goals and objectives with
RBFCU Investments Group
, you can identify strategies and solutions that can move you closer to the financial future you seek.
Your strategy
|
Our solutions
|
Educational resources
|
FAQs
|
Contact us
Develop your strategy
It’s easier than you might think — especially with a financial advisor to help.
ASSESS
where you are.
CLARIFY
where you want to go.
DETERMINE
your level of risk tolerance.
SET
short- and long-term goals.
CHOOSE
solutions and products.
REVIEW
and refine your strategy.
When it comes to developing an investment strategy, the “right” one is the one that fits your unique goals, objectives, budget and overall financial well-being.
In fact, you might have more than one strategy to help you advance toward multiple goals.
That’s why a conversation with a
professional financial advisor
can be useful.
Not only are they prepared to help you learn which key factors to consider, but also they can suggest products and services that might favorably impact your finances.
Discover our solutions
We offer an array of financial products and services.
RBFCU Investments Group
is here to help you reach your short- and long-term financial goals. Below is an overview of some common solutions. Curious
to learn more about how we might be able to help you personally?
Schedule an appointment
.
IRAs
An
Individual Retirement Account (IRA)
is a personal savings plan that offers specific tax benefits. There are two main types:
Traditional IRAs
and
Roth IRAs
.
An IRA can consist of a variety of financial options, including stocks, mutual funds, bonds, annuities, certificates and other investment products.
Retirement Planning
The biggest financial goal for most people, retirement is often the source of many questions.
From pension rollovers to supplementing employer-sponsored benefits, our financial advisors can help you develop a
retirement plan
that suits you.
College Savings Plans
Saving for education is an important goal, and a
529 savings plan
is a tax-advantaged education savings vehicle that can help you set aside funds for a child or grandchild.
There are no age restrictions, no income phase-out limits, and the funds are considered to be gifts. This means anyone, even non-relatives, can contribute.
Life & Long-Term Care Insurance
Depending upon whether you seek to protect your family or yourself, the right insurance plan may help replace lost income, leave a legacy or stretch your retirement dollars in the years to come.
Whole or term life insurance
benefits your heirs while
long-term care insurance
can help provide care should you suffer an illness, disability or a debilitating disease such as Alzheimer’s.
Mutual Funds
A
mutual fund
is a pool of money provided by individual investors, companies and organizations.
The fund’s manager buys securities to pursue a stated investment strategy, providing investors with a quick, efficient means of managing money.
Annuities
A tax-deferred insurance contract designed for retirement purposes, an
annuity
can provide steady income and help fill the gap between pensions, Social Security Retirement benefits and personal savings.
Annuities come in different types, can provide a guaranteed death benefit and typically provide tax deferrals.
Looking for competitive CD rates?
When it comes to finding a good rate on a certificate of deposit (CD), come talk with our financial advisors.
Through our relationship with Ameriprise Financial Services, LLC, RBFCU Investments Group can provide you access to a broad range of
Brokered CDs
. This is an approach many use to build cash reserves and provide guaranteed income.
To learn more,
contact us now
.
Managed accounts — a personalized approach to
your
financial planning
For many,
managed accounts
can help minimize the stress and constant worry of investment decisions — thanks to the skilled professionals who take care of those investments. In other words, the
financial advisor
or investment professional has the discretionary authority to make the investment selections on the investor’s behalf.
1
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.
RBFCU Investments Group
Meet Our Financial Advisors
Schedule an Appointment
Review Online Resources
Page last updated April 2024.
Investments 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
on successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisor 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 for 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.
Annuities are long-term insurance products. Before you purchase, be sure to ask your financial advisor about the annuity’s features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives.
The guarantees offered by the issuing company and are subject to its claims-paying ability.
Before you purchase long-term care or life insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.
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Please review the Ameriprise
®
Managed Accounts Client Disclosure Brochure or if you have elected to pay a consolidated advisory fee, the Ameriprise
®
Managed Accounts and Financial Planning Service Disclosure Brochure,
for a full description of services offered, including fees and expenses as well as any applicable updates.
Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be
obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s
home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.
Clients contributing to a 529 Plan offered by a state in which they are not a resident, should consider, before investing, whether their, or their designated beneficiary(s) home state offers any state tax or other state benefits such as financial aid,
scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.
Although Brokered Certificates of Deposit are FDIC insured up to the applicable limits; currently $250,000 per depositor, per insured bank, for each ownership category, the FDIC insurance applies only to the principal investment and will not apply to
any amount paid over par value, if applicable.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial is not affiliated with GreenPath.
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
.