Experience Seamless, Competitive, and Effective Trading with EasCorp
Stay informed about regulatory delivery and custodial policies with EasCorp’s security safekeeping program which offers a secure, convenient way to manage and settle credit union-owned securities. Our brokerage service help you efficiently buy and sell marketable securities. The SimpliCD program provides you with access to invest in the brokered certificate of deposit market.
Security Safekeeping Tailored for Credit Unions
Safeguard members’ assets with attentive monitoring of your credit union’s owned investment securities. You’ll receive effective management and seamless expertise from our investment professionals.
Monthly Transaction History Reports
Detailed records of all activities.
Monthly Safekeeping Reports
Comprehensive descriptions of each security, including CUSIP numbers, security types, coupon rates, and current par values.
Daily Payment Notices
Documentation of each transaction’s details.
Automatic Settlement
Activity automatically settled through the credit union’s Daily Transaction Account.
Liquidity Accessibility
Securities are available for liquidity purposes.
Transparent Market Pricing
A monthly breakdown of the current market value of each asset in your portfolio, reflecting real-time market conditions.
Regulatory Reporting
FASB FAS115 summary reports.
Security Brokerage to Achieve Successful Investment Strategies
EasCorp’s security brokerage services, partnership with CU Investment Solutions, LLC.*, provide credit unions broad coverage from a single point-of-contact. Credit unions benefit from exposure to more inventories, highly competitive pricing, and excellent trade execution—all tailored for credit unions. Our service allows credit unions to efficiently buy and sell a wide range of marketable securities, including New-Issue Agencies, Secondary Agency Bullets & Callables, Mortgage-backed Securities, and Collateralized Mortgage Obligations (CMOs).
SimpliCD Program
In partnership with Primary Financial Company, LLC, EasCorp member credit unions gain access into the insured certificates of deposit market through the SimpliCD brokered certificate program. This turnkey program combines the security of CD investing with the advantages of competitive rates, flexible terms, and consolidated reporting. Member credit unions can also access the program to issue certificates as a potential funding source.
*CU Investment Solutions assists the Corporate Credit Union Network and its member credit unions in achieving successful investment strategies.
Founded in 1998, CU Investment Solutions’ initial mission focused on providing broker-dealer and investment advisory services exclusively for corporate credit unions. Since then, CU Investment Solutions has expanded its role, making it possible for credit unions to access marketable securities through its Corporate Agent Program.
CU Investment Solutions is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions also is registered in the state of Kansas as an investment advisor under the Kansas Securities Act. CU Investment Solutions is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Check the background of this firm and representatives on FINRA’s BrokerCheck.
A Solid Foundation for Prosperity
EasCorp fosters its member credit unions’ growth through exceptional consultative services and financial solutions. Discover what EasCorp can do for you — talk to a member of our team today.