Account Consolidation

If you have multiple investments portfolios and insurance accounts, consolidating all of them can give you a better handle on your money. Our investments advisors help you take control of your assets.

Account Consolidation

See what you have and how it's performing

Many people have a difficult time keeping track of their 401(k)s from previous employers or various insurance policies and statements. We'd like to get you organized so you know what you have, and our financial advisors might even be able to consolidate some of your accounts to simplify everything, especially if you have multiple 401(k)s or other similar investments. 

  • Get a better understanding of how your investments and insurance policies are working for you
  • Find out how to read your statements and how to manage any wealth your assets have accumulated

If you'd like to talk to us today about consolidating your accounts, please call (808) 844.8338.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. HawaiiUSA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.