After looking at two other broker-dealers, Apple Federal Credit Union said it has moved its investment and wealth management program to CUSO Financial Services LP.
Apple Financial Services LLC, a wholly owned subsidiary of the $1.7 billion credit union in Fairfax, Va., has implemented several CFS add-on modules for the investment program, including a home banking integration tool that incorporates brokerage assets into the online banking platform with single sign-on access, according to CFS.
The investment subsidiary has also implemented CFS' self-directed online brokerage platform and a financial planning tool.
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