Upcoming Change to Your Investment Team

We're excited to announce our transition to CUSO Financial Services L.P. (CFS).
We're happy to announce our selection of CUSO Financial Services L.P. (CFS)* as our new broker-dealer, effective May 18, 2023. Our former partner's conversion to LPL Financial (LPL) has not resulted in the service we expect for you, our members. We’re confident that CFS will offer the member experience you deserve.
CFS, a FINRA registered broker-dealer formed for the express purpose of serving credit union members’ retirement, will simply replace LPL as the broker-dealer we use for non-deposit investments services.  

What will happen as a result of this change?

Your current team will remain the same. We want to assure you that your investment account will be maintained and serviced at the highest possible level.

Will this affect your current accounts?

The change should be virtually transparent to you, as there will be no change in the investments you hold.
This webpage is for information purposes only and requires no action by you at this time. We want to make sure this transition is as easy as possible for you. We’ve answered some of the most frequently asked questions below. If you can’t find the answers you’re looking for, give us a call at 1-800-926-0003 ext. 21040. Please continue to come back to this page for additional updates.
We're excited and hope to continue to earn your business for many years to come.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.
Still have questions about CUSO Financial Services L.P. (CFS) Transition?
In April, you will receive mail from LPL Financial, our current broker-dealer partner. It’s required that they send you a notice of conversion. ​We understand that the language may be confusing. If you want to continue to work with your current team through Clearview Federal Credit Union, you’ll do nothing with their mailing. DO NOT SIGN IT – DO NOT RETURN IT. It’s that easy!
CFS is a full-service broker dealer and SEC Registered Investment Adviser that provides customized investment and insurance solutions for credit union members.
Because your best interests remain our top priority. CFS was chosen so that our focus can remain on our members and delivering the highest level of service possible.
CUSO Financial follows the same regulatory and protection requirements. CFS is a member firm of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). As such, it’s subject to federal securities laws and rules of industry regulatory organizations.
This change will have no impact on your current investment portfolio. All of your investments will be maintained and serviced at the highest level possible.
Yes! The team of people you work with is not changing. You’ll continue to use the same locations and reach them at the same contact numbers.
There is no cost to you whatsoever.
May 18, 2023.