$750,000 - $999,999
$500,000 - $749,999
$250,000 - $499,999
$100,000 - $249,999
$25,000 - $99,000
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*Offer valid for new or current clients that fund a new account or add funds new to Tech Wealth Management to an existing Tech Wealth Management account. New accounts must be titled differently from any previously existing accounts-assets transferred from an existing Tech Wealth Management account do not qualify. Funding or transfers must be initiated by December 31, 2017 and completed by January 31, 2018. Transfers typically take 1-4 weeks to complete and the time frame is dependent on the firm you are transferring the assets from. Bonuses will be credited to the Tech CU Member Savings Account according to the following schedule: Assets less than $25,000, $0 (no bonus); $25,000 to $99,999, $150; $100,000 to $249,999, $300; $250,000 to $499,999, $750; $500,000 to $749,999, $1000, $750,000 to $999.999, $1500; $1,000,000 or above, $2000. Account must remain open with required funding for 12 months, or Tech CU may charge the member’s accounts for the bonus.
**Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131.