Simplify your financial life and
earn up to $600† when you consolidate your retirement and
non-retirement account assets with Tech Wealth Management*.
a single statement while still maintaining a diversified portfolio. We take
care of all the paperwork - you reap the benefits.
Meet with one of our Tech Wealth
Management advisors for a free consultation. We'll assess your current
retirement strategy and talk about various options to help you reach your
For more information, call
us at (800) 851-8549 or set
up an appointment.
†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, 2016 and completed by January 31, 2017. 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 $49,999, $50; $50,000 to $99,999; $100; $100,000 to $249,999, $200; $250,000 to $499,999, $400; $500,000 to $999,999, $500, $1,000,000 or above, $600. Account must remain open with minimum 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