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Discount Brokerage

A Discount Brokerage for the “Do-It-Yourself” Stock Investor

  • Online trading
  • Toll free and broker-assisted trading
  • Real-time account activity
  • Access to account holdings, trading history, and your new account information
  • A flat commission rate of $24.95 (+ .02/share on limit orders.)
  • Direct settlement with your HVFCU account
  • An easy-to-use point and click drop down menu
  • Toll free phone service

Financial Services at Hudson Valley Federal Credit Union
 

best vest Logo

Investing Through Your Hudson Valley Federal Credit Union Account

BestVest Online is your credit union discount brokerage account online. When you link to your Hudson Valley Federal Credit Union (HVFCU) account, you can buy stocks, bonds, options, and mutual funds without writing a check. Sell them and the proceeds are deposited into your account, available for immediate use on settlement date. That’s right – you have immediate access to your funds in your HVFCU account on settlement date. There’s no need to issue wire instructions or wait for a check. Members also have the option to purchase stock via check, however, withdrawal for this type of transaction will not be made until the funds have become available.

Open a BestVest Online Account

It’s easy to open your BestVest Online account.

1. Call 800.434.1776 to open your account and place your order immediately.

2. Or open your account online:

  • For an Individual Accountclick here
  • For a Joint Accountclick here
  • For a Custodial Accountclick here
  • For Retirement accounts and all other accounts call 800.434.1776

To ensure your privacy, your application will be processed on BestVest’s secure server. All information will be encrypted in transit. Please complete the online application, print the returned form, sign it, and mail to:

BestVest Investments, Ltd.
Attn: New Accounts 
600 North Jackson St, Suite 305
Media, PA 19063

 

Remember, our receipt of the signed original will help to ensure you avoid backup tax withholding.

 

BestVest – The Best Way to Invest!
600 North Jackson St, Suite 305
Media, PA 19063
Phone: 800.434.1776 
Send us an "email message":mailto:JIM@BESTVEST.NET.

 

2002, BestVest Investment, Ltd.

LPL Financial and BestVest Investment are separate entities.

 

The Credit Union is not a registered broker. Discount Brokerage Services are executed through BestVest Investment, Ltd., clearing through RBC Correspondent Services, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC.

Members and clients of the Discount Brokerage Program are advised that this program offers services which permit the member to invest in investment securities which: 1. are not federally insured; 2. are not obligations of the Credit Union; 3. are not guaranteed by the Credit Union or any affiliated entity; 4. involve investment risks, including the possible loss of principal.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

NCUA Disclosure

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