INVESTMENT TOOLs and calculatorS

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david n., seattle

Contact BECU Investment Services

Financial Advisors are located in Western Washington only.

Access your investment account

Contact Us

Give us a call: 800-233-2328 ext. 5720

Stay Informed

Want to be better-informed about investments? The Financial Advisors* at BECU Investment Services have created this resource center with that in mind. You'll find smart investment tools and information you can actually understand – and starting using today.


Investment Articles & Tips You Can Use

BECU Investment Services: Working Together for Your Success 

Paying for  College

Online Investment Calculators

Get help making informed financial decisions. Check out our Retirement, IRA and Savings calculators

Trading with LPL Financial Trade Direct

Now you can make and manage trades 24/7 online, on your terms. Trade stocks, exchanged-traded funds (ETFs), closed-end funds (CEFs), mutual funds and options. Convenient online resources are also available to help you make investment decisions and manage your portfolio.

From your online account, you can view:

  • Balances
  • Portfolio Holdings
  • Account Activity
  • Cost-Basis Information
  • Trade Confirmations
  • Account & Tax Statements

Ready to get started? Select the link below and follow the simple step-by-step process to open your account.

Open a Trade Direct Account

View a Glossary of terms to help understand investment terminology.

*Financial Advisors are registered with, and Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA /SIPC . Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not a registered broker / dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are:

Not NCUA/NCUSIF insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value