Fiserv Investment Services

Fiserv Investor Services provides a comprehensive range of investment alternatives - so you have maximum flexibility in selecting products for your specific investment goals. Consolidate your brokerage business with an Investor Services account.

Securities offered through Fiserv Investor Services, Inc at your financial institution are not insured by the FDIC or any other governmental agency. They are not deposits or other obligations of or guaranteed by Fiserv Investor Services, Inc. or your financial institution and are subject to investment risks, including possible loss of the principal amount invested.

Fiserv Investor Services accounts through Fiserv Investor Services, Inc. are protected up to $500,000, including up to $100,000 in claims for cash, by the Securities Investor Protection Corporation (SIPC). Additionally, private insurance has been obtained which may provide total protection up to $25,000,000. Fiserv Investor Services, Inc. is a member of NASD.

Opening your Account:

Investment Simplified:

• Brokerage Account

  • Select Account

• Investment Products

  • Equities/Options

  • Mutual Funds

  • Corporate Bonds

  • Municipal Bonds/UIT's

  • Government Instruments

  • Annuities

• Services

  • Touch-Tone Trading

  • Margin Account

  • Divided Reinvestment

  • Third Party Research

  • Retirement Planning

Select Account
A low-cost brokerage account that provides significant commissions savings off full-cost brokers. Enjoy access to Wall Street's best research and a complete range of trading and investment opportunities. Take advantage of investing convenience too, with electronic trading through Touch-Tone Trading with no additional fees, plus an additional commission discount of 10%.

Equities/Options
Trade all listed and NASDAQ securities and options at low discount commissions.

Mutual Funds
Select from over 4,000 no-load and load funds. Mutual fund portfolios are consolidated into the monthly brokerage statement with current market valuation.

Corporate Bonds
Invest in all listed and unlisted bonds. Call information for bonds is available.

Municipal Bonds/UIT's
Access on-line electronic blue list - bond inventory for both U.S. primary and secondary markets.

Government Instruments
A full complement of government instruments are available for purchase. Agencies, Treasuries, and Zero Coupon Bonds. Purchases on the auction market are also available.

Annuities
Select from a wide variety of top-rated fixed and variable rate annuities through providers such as Aetna, Hartford, Kemper, Nationwide and Transamerica.

Touch-Tone Trading
Access the latest quotes on stocks and options, as well as information on market indexes, 24-hours a day, seven days a week directly through your touchtone phone. Plus, trade stocks over your touchtone phone with your 4-digit personal code. Transactions are easy, guided by the Touch-Tone Trading prompter. Receive an additional 10% discount off already low Select Account commission rates.

Margin Account
Application is easy and interest rates are very competitive. Borrow on margin - a credit line with no fixed repayment schedule.

Dividend Reinvestment
A no-fee service that allows you to conveniently reinvest your cash dividends without holding your securities and making arrangements to reinvest with individual companies.

Third-Party Research
Access the best of Wall Street through independent research reports by Standard and Poor's (such as Market Month,) Value Line, MorningStar and the Dick Davis Digest, plus much more; all with no additional charge.

Retirement Planning
Investor Services representatives can help refine your strategies for retirement, create an investment plan and offer a full range of investment products to support that plan.