Please note: All Tech CU branches and the Contact Center will be closing at 4pm on Thursday, February 9th for an All Staff Meeting.

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  • INVESTMENT ACCOUNT DISCLOSURE

    INVESTMENT ACCOUNT DATA GENERALLY

    The investment account data displayed on Tech CU Online Banking is for informational purposes only. The data is not an official statement and does not replace the statements you should receive directly from LPL or an investment sponsor. Values displayed on Tech CU Online Banking should only be used as a general guide because values may be estimates, and may not reflect actual liquidation values for the underlying assets. The values displayed in Account View are subject to change at any time, and may lose value including a portion or all of your investment.

    You should consult your tax and/or legal advisors before implementing any transactions and/or strategies concerning your finances. Never rely on Tech CU Online Banking for tax reporting, accounting, or valuation purposes. You can and should confirm the accuracy and completeness of the information (e.g. market values, transactions, deposits & withdrawals) by using the account statements you receive directly from LPL, investment sponsor, or other custodian instead of relying on Tech CU Online Banking . If you are not receiving statements from your custodian, please contact your custodian directly or call LPL at 800-558-7567.

    ACCOUNTS HELD OUTSIDE OF LPL

    Tech CU Online Banking may display securities or financial products that were not purchased through LPL or that LPL does not hold on your behalf and which are not included on LPL’s books and records (“Outside Investments”). Outside Investments may include mutual funds, fixed annuities, variable annuities, or alternative investments held directly with the Outside Investments sponsor. If Outside Investments data is displayed on Tech CU Online Banking , it has been provided to LPL by a third party source and has not been verified by LPL. LPL strives to obtain data that it considers reliable, but it is possible that Outside Investments data may be subject to the following limitations when displayed in Tech CU Online Banking :

    It may not accurately state the account type. For example, an Outside Investment account that has a joint account registration may be reflected in Tech CU Online Banking as having individual account registration.

    It may display position data differently than the Outside Investment sponsor for many reasons including variations in how Outside Investment sponsors or third party data providers implement calculation methodologies.

    Please be aware that Outside Investments are not covered by LPL’s SIPC Insurance because LPL’s SIPC membership provides account protection only to assets held at LPL. Assets held by in an Outside Investments account may or may not be covered by SIPC or FDIC insurance. Questions about coverage should be directed to the Outside Investments sponsor

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