Investment review

Welcome back. When life changes, stay connected to your plan.
View your investment accounts

Keep your investments on track.

For our current clients, we recommend annually reviewing your investment accounts—sign up below to schedule a complimentary meeting with your Financial Advisor. Together we’ll review your portfolio, investment strategy, and any life changes to determine if adjustments are needed.

Your investment review.

  • MM slash DD slash YYYY
    Please enter the date you would prefer to meet with your Financial Advisor. Please allow two weeks.
  • :
    Please select the best time of day and we will do our best to accommodate your schedule.
  • If you need to meet sooner, please call your Financial Advisor directly or our Investment Services support line at 503.525.8798 or 800.527.3932, ext. 5508.
  • This field is for validation purposes and should be left unchanged.

Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

https://brokercheck.finra.org/

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

You are leaving OnPoint Community Credit Union.

The website you are about to visit is the responsibility of the party providing the site. Any transactions you enter into through this third-party site are solely between you and that vendor, merchant or other party. OnPoint’s Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of this site.

 

 

Cancel Accept