Accessing investment account details in digital banking
As we transition from CUSO Financial Services L.P. to LPL Financial, you can view your aggregate balance in digital banking.
Please access your investment accounts using a desktop or mobile browser, such as Chrome, Safari, DuckDuckGo, etc.
Mobile
If you're using a mobile device, follow the steps below. For computers, go to the desktop steps
Using a mobile browser, such as Chrome, Safari, DuckDuckGo, etc, select Log In from the top navigation on our website.
Important: At this time, please do not use the mobile application on your tablet or mobile device to access your investment account details.
Enter your username and password, then select Log In
Scroll down to the investment you wish to view and select it.
Select View More Details.
A new tab or window will open redirecting you to LPL.
Desktop
If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps
Select Log In from the top navigation on our website.
Enter your username and password, then select Log In
Scroll down to the investment you wish to view and select it.
Select View More Details.
A new tab or window will open redirecting you to LPL.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Redwood Credit Union and Redwood Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Redwood Wealth Management, and may also be employees of Redwood Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Redwood Credit Union or Redwood Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Deposits or Obligations | Not Credit Union Guaranteed | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit LPL's relationship disclosure more detailed information