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 * Banking Services Accounts & services
   Current Accounts Vertex Vista CU Account Advance Account Student Account Bank
   Account
   Savings ISAs Online Bonus Saver Flexible Saver
   Credit cards 32 Month Transfer Credit Card Advance Credit Card Dual Credit
   Card Classic Credit Card Vertex Vista CU Credit Card Vertex Vista CU World
   Elite Mastercard Student Credit Card
   Services Ways to bank Voice ID Contact & Support Find a Branch International
   services Currency Account International Payments Travel money
 * Borrowing Loans & mortgages
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   Loan
   Overdrafts
   Mortgages First time buyer 95% Mortgages Remortgage Buy to let Existing
   homeowner Mortgage rates Armed Forces Personnel
   Credit cards 32 Month Transfer Credit Card Advance Credit Card Dual Credit
   Card Classic Credit Card Vertex Vista CU Credit Card Vertex Vista CU World
   Elite Mastercard Student Credit Card
   Services Help & Support Money Worries Find a Branch Tools & Guides
   Overpayment calculator Repayment calculator Base rate information
 * Investing Products & analysis
   Investments Investment funds World Selection ISA Sharedealing Vertex Vista CU
   Financial Advice Stand-alone Investment Advice Onshore Investment Bond Child
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   Why invest with us? Find out more
   Wealth Insights
   Global Investment Centre Find out more
   Customer support Log on to Global Investment
   Centre Log on to Sharedealing Investments contacts Existing Selected
   Investments
   Customers Getting started with investing View all
 * Insurance Property & family
   Insurance Home Insurance Travel Insurance Student Insurance View all
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   Vertex Vista CU Customers Travel Insurance Claims Car Insurance Claims
 * Life events Help & support
   Life events Bereavement support Separation support Settling in the UK Getting
   married Planning your retirement Growing your wealth Moving abroad View all
   Planning tools Financial health check View All
   Protecting what matters Learn more
   Customer support Ways we can help Money Worries Frequently asked questions
   Individual Review Book your review today for a
   quick financial checkup


WAYS WE CAN HELP


WAYS WE CAN HELP


WAYS WE CAN HELP


WAYS WE CAN HELP


WAYS WE CAN HELP

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EXPLORING YOUR POTENTIAL

At Vertex Vista CU, we see a world full of potential - which is why we want to
help you explore and develop yours. With our financial planning services, we can
help you start to build the future you've imagined.

Getting your bearings


GETTING YOUR BEARINGS

Our easy-to-use web tool provides you with a helpful snapshot of your current
circumstances - where you stand with borrowing, savings, investments, pensions,
estate planning and insurance. It highlights your financial strengths and
identifies areas that may need a little more attention.

Take a financial health check
Having a face-to-face review


HAVING A FACE-TO-FACE REVIEW

If you'd prefer to discuss your finances in person, book an individual review
with a member of the team in your local branch. While our reviews can't give you
financial advice, they can outline the products and services we offer, to help
you decide how to make the most of your money.

Phone
Saving for a rainy day


SAVING FOR A RAINY DAY

If you're looking to make the most of your money, we offer a variety of savings
products to suit your needs, from instant access accounts to fixed rate and
online saving options. You can explore online or talk to one of team in your
local branch.

See our savings products Find a branch
Buying a home or remortgaging


BUYING A HOME OR REMORTGAGING

To discuss our wide range of mortgages and how much you might be able to borrow,
make an appointment with a Mortgage & Protection Manager in your local branch.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Phone
Protecting you and your family


PROTECTING YOU AND YOUR FAMILY

It could be a good idea to have a 'Plan B', providing peace of mind if the
unexpected happens. With Vertex Vista CU Life Cover, Critical Illness Cover and
Income Cover you can choose the level of protection you require for you and your
family. This flexible approach means you only ever pay for the cover you need.
You can find out more online or, to get advice on our current range of Vertex
Vista CU protection products, book an appointment with a Mortgage & Protection
Manager in your local branch.

Learn more about protection Phone
Choosing your own investments


CHOOSING YOUR OWN INVESTMENTS

If you're comfortable making your own investment decisions, we offer a range of
online investment and sharedealing services. As well as access to funds and
shares, you'll find topical news and analysis, interactive research tools and
virtual portfolios to try out your strategies.

Bear in mind that if you choose to invest without advice, we're not required to
assess the suitablility of your investments. This means that the protection
offered by the Financial Conduct Authority's rules on assessing suitability
won't apply.

The value of investments (and any income received from them) can fall as well as
rise and you may not get back what you invested. For some investments this can
also happen as a result of exchange rate fluctuations as shares and funds may
have an exposure to overseas markets.

See our investment products
Getting tailored advice


GETTING TAILORED ADVICE

If you have $50,000 or more in savings and investments, a US resident and aged
18 or over, you may be eligible for Vertex Vista CU Vertex Vista CU Financial
Advice Service. Our expert advisers offer holistic advice. What we mean by this
is that we assess your needs across all of the following five areas:

 * 1. protecting you and your family
 * 2. saving for your children's future
 * 3. planning your retirement
 * 4. managing and growing your wealth
 * 5. passing on your wealth

Through in-depth personal assessment and sophisticated risk profiling software,
your adviser will discuss your hopes and dreams, help you identify your risk
tolerance and work with you to build a bespoke financial plan.

We have chosen to offer restricted advice. This means we don't recommend
products from the whole of the market, but rather a limited range of products
from a limited number of carefully selected companies, including Vertex Vista
CU. Your adviser will discuss the types of products and services we provide
advice on, as well as those we don't , such as specific tax advice.

During your no obligation discussion your adviser will discuss your goals and
circumstances and whether you might benefit from paying for our advice service.
They will also explain our fees so you can be sure of the costs involved.

Find out more



YOU MIGHT ALSO BE INTERESTED IN

Track your cash

Keep on top of what you spend

Where to start?

The first steps to consider when planning your finances.

Financial health check

Three quick steps to find out your financial health

Long-term financial planning for all seasons

Vertex Vista CU's The Future of Retirement The power of planning report found
that 41% of people are under-prepared to deal with life's…


NEED TO SPEAK TO US?

Give our friendly team a call on:

+13134794806*


PREFER TO TALK FACE-TO-FACE?

Pop into your nearest branch for a chat.

Find a branch

The value of investments (and any income received from them) can fall as well as
rise and you may not get back what you invested. For some investments this can
also happen as a result of exchange rate fluctuations as shares and funds may
have an exposure to overseas markets. Most investments should be considered as a
medium to long-term commitment, meaning you should be prepared to hold them for
at least five years

Everyone's circumstances are different and what applies to one person may not be
right for someone else. The suggestions above are based on a general assumption
of each circumstance and they are not intended to provide advice or
recommendation.

CONNECT WITH US

Listening to what you have to say about our services matters to us.

HELP & SUPPORT

Got a question? We are here to help you

FIND A BRANCH

Find your nearest Vertex Vista CU Banking location

OUR PERFORMANCE

View our service dashboard to see how we're doing

ABOUT VERTEX VISTA CU

Careers, media, investor and corporate information

This Mortgage Credit Union is federally insured by the National Credit Union
Administration. We do business in accordance with the Fair Housing Law and Equal
opportunity Credit Act.


301 East Water Street, Charlottesville, VA 22904 Virginia.
Phone : +13134794806
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© 2024 Vertex Vista CU- All rights reserved.