We’ve had your back.
Now let’s build your future with Tech Investment Management†.
Consolidate your investments and earn up to $2,000.*
Your relationship with Tech CU has always been built on trust, service, and results. Now, we can help you guide your financial journey through Tech Investment Management with the same commitment and care you’ve come to expect.
With Tech Investment Management, you get professional guidance, smart technology, and a personalized plan, all from people who are focused on your goals, not commissions.
Here’s what you get:
Retirement Planning
Personalized advice to help you plan for the future you want.
401(k)/IRA Rollover Services
We’ll simplify the process of bringing your retirement assets together.
Life Event Planning
Inheritance –Marriage/Divorce/Separation – Job/Career Changes
Consolidate your investments with Tech Investment Management and earn up to $2,000.*
| INVEST | BONUS |
|---|---|
| $1,000,000 | $2,000 |
| $750,000 - $999,999 | $1,500 |
| $500,000 - $749,999 | $1,000 |
| $250,000 - $499,999 | $750 |
| $100,000 - $249,999 | $300 |
| $25,000 - $99,999 | $150 |
© Technology Credit Union. All rights reserved. Federally insured by NCUA.
†For all business done through Tech Investment Management: 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. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. 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
*Offer valid for new or current clients that fund a new account or add new funds to Tech Investment Management to an existing Tech Investment Management account. New accounts must be titled differently from any previously existing accounts-assets transferred from an existing Tech Investment Management account do not qualify. Funding or transfers must be initiated in order to be eligible for the bonus. 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. Excludes Brokered CD’s.
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 visit the LPL Financial Relationship Disclosure or scan the QR code for more detailed information.
