At Vantage Credit Union, we’re proud to connect you with opportunities to make managing your financial future simple and rewarding. Through Vantage Investment Services Group*, you can consolidate your retirement and personal investment accounts and earn up to $400^. The more you consolidate, the more you could earn!
| INVEST | BONUS |
|---|---|
| $1,000,000+ | $400 |
| $250,000 – $999,999 | $300 |
| $100,000 – $249,999 | $200 |
| $25,000 – $99,999 | $100 |
Take advantage of this limited time offer.
Call us at 314.264.5350 to set up an appointment or fill out the form below and we will reach out!
^Offer valid for new or current clients that fund a new account or add new funds to Vantage Investment Services Group to an existing Vantage Investment Services Group account by 03/07/2025. New accounts must be titled differently from any previously existing accounts. Assets transferred from an existing Vantage Investment Services Group account do not qualify. Funding or transfers must be initiated in order to be eligible for the offer. Transfers typically take 1-4 weeks to complete and the time frame is dependent on the firm you are transferring the assets from. Bonuses will be paid in the form of an Amazon gift card according to the following schedule: Assets less than $25,000 - $0 (no bonus); $25,000 to $99,999 - $100 bonus; $100,000 to $249,999 - $200 bonus; $250,000 to $999,999 - $300 bonus and $1,000,000 or above - $400 bonus. Within 30 days of new account funding or adding funds to your existing Vantage Investment Services Group account, you will be mailed an Amazon gift card in the amount for which you qualify. Excludes Brokered CDs. This offer is not transferable and lost or stolen gift cards will not be replaced. For additional terms and conditions, see the Terms of Use provided with the gift card. One offer per person, per offer period. This offer cannot be redeemed for cash.
Vantage Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*For all business done through Vantage Investment Services Group: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Vantage Credit Union and Vantage Investment Services Group are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage Investment Services Group, and may also be employees of Vantage Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Vantage Credit Union or Vantage Investment Services Group. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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