Contact BECU Investment Services
Financial Advisors are located in Western Washington only.
Access your investment account
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
- New Retirement Rule - Putting You First (article)
- Don't Just Plan for Retirment - Own it (article)
- Check out the Market Outlook (pdf)
Investment Outlook for 2017
Gauging market milestonesOnline 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.
View a Glossary of terms to help understand investment terminology.
Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.
*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 |