Effective 12/1/2019 Pacific Crest Federal Credit Union discontinued our investment services program offered through CUSO Financial Services, LP (CFS). Due to this event, your investment account(s) still held with CFS will now be reassigned to a CFS servicing relationship.
This is a seamless re-assignment and there will be no changes to the investments that you own. CUSO Financial Advisor Brendan McMurtrie will be able to assist you in servicing your account.
If you elect to transfer your account(s) to another firm, you must follow the account transfer procedures for the firm you choose.
Questions? Contact Brendan:
Brendan R. McMurtrie
CUSO Financial Services, L.P.