Investment Accounts
Access LPL Financial accounts. Check the background of your financial professional on FINRA's BrokerCheck.
Effective May 24, 2022, Suncoast Investment Accounts have been transitioned to LPL Financial. Click here to view more information and a self-registration guide.
Click here to access your archived CBSI account for historical statements, tax records, etc.
Wealth Management and Trust Accounts
Access asset management and trust accounts from Members Trust Company.
*Suncoast Investment Services is a marketing name used by Suncoast Credit Union. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Suncoast Credit Union and Suncoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suncoast Investment Services, and may also be employees of Suncoast Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union or Suncoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
**Suncoast Trust Services is a marketing name used by Suncoast Credit Union. Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal.
Not NCUA Insured. May Lose Value. No Bank Guarantee.
Insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.