Investments

Build a sturdy financial foundation with Sunmark investment services and savings products. No matter what your long term goals are or what your risk tolerance is, Sunmark makes everything come together around you.

Sunmark Member Investment Services*

Discounted Brokerage Fees
Discount Legal Plan
Financial Guidance
Insurance
Tax Preparation

Investment Calculators
IRAs
Online Brokerage

investrade.com ** ‡
Investrade Discount Securities is a division of Regal Securities, Inc., Member NASD/SIPC. Investrade offers the benefit of low rates and a wide array of products and services, including auto trading and no-fee IRAs. Trade stocks, options, mutual funds, and fixed-income securities. Broker-assisted trading is available.

sharebuilder.com †‡
Start investing in the stock market without a lot of cash! Choose from more than 4,000 stocks and 60 index products. Invest regularly for only $4 per recurring or one-time transaction, or for just $12 a month invest in an unlimited number of stocks. Buy partial shares and steadily accumulate positions.

Share Certificates
Step-Up Share Certificates

* The financial consultants of Sunmark Member Investment Services are Registered Representatives with and securities are offered through LINSCO/PRIVATE LEDGER. Member NASD/SIPC. Sunmark Member Investment Services is a division of Sunmark Federal Credit Union. Investments are not guaranteed by the credit union or insured by the NCUA and involve risk including the possible loss of principal amount invested. Sunmark Federal Credit Union is not a registered broker/dealer and is not affiliated with or endorsed by Linsco/'Private Ledger.

**Investments are offered through Investrade Discount Securities, a division of Regal Securities, Inc., Member NASD/SIPC. Investrade Discount Securities is not affiliated with Sunmark Federal Credit Union. Investments are not insured by the credit union, NCUSIF, or NCUA and involve risk, including possible loss of principal amount invested. Investments are not credit union guaranteed or credit union obligations.

†Investments are offered through ShareBuilder Securities Corporation (ShareBuilder), Member NASD/SIPC. Sunmark Federal Credit union is not affiliated with ShareBuilder.Investments are not insured by the credit union, NCUSIF, or NCUA and involve risk, Including possible loss of principal amount invested. Investments are not creditu union guaranteed or credit union obligations.