GAHANNA, Ohio KEMBA Financial CU has hired CUSO Financial Services to provide its members with brokerage and investment services.
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The $750-million credit union has signed for CUSO Financial’s managed program, meaning investment advisors are employed and managed by CUSO Financial.
KEMBA will be integrating CUSO Financial’s My Portfolio View tool in the next 60 days. The company said its technology module provides credit union members with single sign-on access to both banking and investment accounts.
Additional future plans include hiring more financial advisors and offering educational workshops through CFS, the credit union said.
