Investment Tools and Calculators

Investment Tools and Calculators

Get better informed about investments by using tools and information you can actually understand.

Contact Us
david n., seattle

Contact BECU Investment Services

Contact Us

Access Your Investment Account

Give us a call: 206-439-5720

Meet the Team
BECU Investment Services

Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.

Investment Articles & Tips You Can Use

For more articles visit our Investment Services library.

Online Investment Calculators

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

View a Glossary of terms to help understand investment terminology.

Start with a plan

Our Financial Advisors will use industry-leading MoneyGuidePro® software to provide you with an extensive, complimentary financial plan based on your wants, wishes, and needs. This software runs trials and helps you feel confident you'll have enough money to fund your future. A financial plan is ever-changing, so you can always adjust to ensure your personal and financial goals are aligned.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

*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. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value


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 read the LPL Financial Relationship Disclosure more detailed information.

The LPL Financial registered representatives 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.