INVESTMENT ACCOUNT

Individual Retirement Accounts (IRAs)

At American Caritas Credit Union, we understand the importance of making your money work for you. Whether you’re planning for retirement, saving for a major purchase, or building wealth, our range of investment accounts and services are designed to help you achieve your financial goals. With expert guidance, diversified options, and personalized strategies, we’re here to support you every step of the way.

Eligibility Requirements
Please ensure you can answer YES to the following questions:
  • Completed account opening form
  • 1 mandate card
  • A valid proof of Identity of each signatory (current Driver’s License/ National ID/ International passport/ Student ID card-for students)
  • Proof of address – utility bills for the 3 previous months/ site visitation report/ certificate of residence/ tenancy agreement
  • 2 passport photographs

Brokerage Accounts

Secure your future with our IRA options, offering tax advantages and flexible investment choices. Take control of your investments with our self-directed brokerage accounts, offering a wide range of investment options.

Build a diversified portfolio with access to a broad selection of stocks and bonds.

Let our experienced financial advisors manage your investments with our customized managed account services.

Mutual Funds: Choose from a variety of mutual funds managed by top investment firms, tailored to different risk levels and investment goals.

Exchange-Traded Funds: Invest in ETFs for a low-cost, diversified approach to building your portfolio.

Options & Futures: Advanced investors can explore options and futures for more sophisticated trading strategies.

Classic Debit Card
Internet Banking
Cheque services
SMS and e-Alerts
Monthly e-Statements

We envision a world where everyone has access to the financial resources they need to succeed. By leveraging the latest advancements in banking technology, we strive to offer seamless, secure, and convenient banking experiences that fit the diverse needs of our customers.

7265 Pear Ave, Mountain View Silicon valley, California 94043. United States of America
support@americancaritascreditunion.com
+1 (747) 766-9432
+1(747) 766-9432
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