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Investment Products


   Mutual Funds*
One of the most popular investment vehicles today. They offer diversification and professional investment management.

  Online Brokerage*
Online Brokerage Center offers easy access to your portfolio and convenience. PLUS, you have the benefit of of a Suncoast Money Market Sweep Account for your trades - with overdraft protection from other Credit Union accounts.

  Asset Management Account
A customized investment allocation portfolio comprised of no load mutual funds. This may offer you an excellent opportunity to reach your financial goals.

  Tax Sheltered/403(b)(7)Accounts
Defer taxes while funding your retirement fund. Keep more of your current income, and save through the convenience of payroll deduction.

  MEMBERS FOLIO Investing*
MEMBERS FOLIO Investing. Point. Click. Buy a Stock or a Portfolio.





Suncoast Trust & Investment Services is a marketing name used by Suncoast Schools Federal Credit Union. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Trust services sold through MEMBERS Trust Company, Office of Comptroller of Currency. Not NCUA/NCUSIF/FDIC Insured, No Financial Institution Guarantee, May Lose Value. Not a Deposit of Any Financial Institution. CBSI is a registered broker/dealer in all fifty states of the United States of America.