Official Credit Union of UMass Athletics

Client Resources

Trade Online

If you like to make your own investment decisions, you can buy and sell stock, mutual funds and other investment options online here.

Seminars

We are dedicated to helping you become an educated consumer by offering an array of seminars on topics from Retirement Income Planning to Socially Responsible Investing.

Advisor Newsletters

Our quarterly electronic newsletter complete with helpful information to help keep your financial life in balance. 

Market Updates

Timely videos and articles on current market trends. Powered by Broadridge Investor Solutions, Inc.

Calculators

Handy tools to help you know where you stand on a variety of topics.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.