Discount Brokerage

Discount Broker Hero

Please see the important disclosure information at the bottom of the page.

BestVest Online is an easy-to-use tool for you to invest, whether you’re saving for college or retirement, looking for long-term growth, income or speculation. As an experienced investor or one just starting out, you’ll find our site has helpful information and the research tools needed to make informed decisions. If you have any questions or problems, support is available at 800.434.1776

  • If you have your user ID and password, click here to go to the Trading Site.
  • If you do NOT have a user ID and a password, go to Open an Account section below for information on opening an account.

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

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 Account, click here
  • For a Joint Account, click here
  • For a Custodial Account, click 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:[email protected]

2002, BestVest Investment, Ltd.

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.

    © 2016 Hudson Valley Federal Credit Union

    PO Box 1071, Poughkeepsie, NY 12602-1071
    ph: 845.463.3011 / 800.468.3011

    Routing Number : 221979363
    HVFCU Prepaid Visa Routing Number: click here