A New Wealth Desk
We are excited to introduce you to a fresh and exciting concept for supporting our members in a more convenient, yet still personal way to help build and nurture wealth portfolios and achieve financial goals. Wealth Desk is our virtual-service-with-real people answer. We now have a team of Wealth representatives ready-when-you-are to help you with investment questions, advice and solutions, simply by calling 1.844.600.3586.
A Wealth Desk representative is available to you from Monday through Friday, 9 am to 5 pm. You can expect an answer to your quick question right away or to have a convenient telephone or secure video conference appointment arranged for more in-depth discussions, portfolio reviews or even a second opinion. And with our e-Sign capabilities, any transaction can be completed without the need to visit a branch. We’re ready when you are.
Monday - Friday, 9 am - 5 pm