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Frequently Asked Questions

Investments FAQs

Yes. As with all credit union products and services, you need to be a First Tech member to have an investment relationship with us. Becoming a member is easy. Visit the Join Us section of our web site to learn more.

The Investor Access trading platform only allows equity trades. You must place mutual fund and option trades through the Investment Services Support Center. Please call 855.744.8585 for assistance.

You can change your password in . Once logged in, navigate to the Change Your Password screen by clicking the Account Services tab, and then selecting the Change Your Password link in the My Profile box.

If you have forgotten your password and need to change it, click on the Forgot Password link on the Investor Access home page.

Please contact your Financial Advisor directly, or call our Investment Services Support Center at 855.744.8585 for assistance.

To enroll in e-Statements, log into Investor Access, click the Documents tab and then choose Change Statement Delivery Preference. You have the option to enroll in paperless delivery for statements, trade confirmations and/or other correspondence. In the final enrollment step you will select your document delivery preferences.

Investor Access enrollment is required to access your account statements. For more information, visit the Investor Access site.

Note: For annuities or direct mutual fund accounts, you will need to make your statement elections directly at the fund or annuity company web site through your login for those accounts.

Please contact your Financial Advisor directly, or call our Investment Services Support Center at 855.744.8585 for assistance.

You can access all your accounts in one easy-to-read place through First Tech's Online Banking. The seamless single sign-on allows you to view your finances at a glance – including Raymond James, direct mutual funds, and annuity account values, holdings, and history detail, along with your First Tech account information.

For additional details, demos or enrollment information, visit the Online Banking information page.

Investor Access also provides you in-depth connectivity to your Raymond James account information.*

Through this platform you have the ability to:

  • View balances, account activity and holdings details.
  • Transfer funds electronically.
  • View and print account statements.
  • Manage the way you receive statements and other important documents – electronically, by mail or both.
  • Access market information, stock quotes, industry updates and company reports.

* Direct mutual fund account information is not available for viewing through Investor Access.

When transferring/rolling over a 401(k) account, you will want to take into consideration such factors as the rules regarding tax consequences, penalties and timelines. Our Financial Advisors can help guide you through the process. To schedule a no-cost consultation, with a Financial Advisor in your area, visit our web site or call our Investment Services Support Center at 855.744.8585.

 

Our Financial Advisors at Addison Avenue Investment Services regularly meet with members. For this reason, we highly recommend that you make an appointment ahead of time. For your convenience, appointments can take place in person, by phone or through online conferencing. To locate an advisor in your area, visit our Investments page, or call our Investment Services Support Center at 855.744.8585.
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