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Guided Wealth Portfolio
The products and services on this page are offered through LPL Financial or its affiliates by Registered Representatives of LPL Financial. These products and services are not credit union deposits, not credit union guaranteed, not insured by NCUA or any other government agency, and may lose value. Cyprus Credit Union is a separate entity and is not affiliated with LPL Financial.
A Personal Touch to Digital Investing
Guided Wealth Portfolio (GWP) from LPL Financial located at Cyprus Credit Union combines the convenience of an automated investment tool with the personalized touch of a personal financial advisor. This easy to use online tool allows you to set your investment goals and strategies, choose how much you want to invest, then automatically gets you set up with a personal financial advisor that helps you reach these goals. As the market changes, your account will automatically re-balance as needed, providing you with peace of mind that you are achieving your investment goals.
With GWP you’ll enjoy these great benefits:
Personalized – You tell us your goals and we help provide the roadmap to get you there. As your life changes, so will your strategy.
Guidance – Unlike many other digital investment solutions, GWP also gives you a personal financial advisor. If you have any questions or need guidance, your personal advisor is just one call away.
Monitoring – Your portfolio is monitored daily ensuring you are on track as the market shifts. The platform will also automatically evaluate tax implications prior to performing trades.
Convenient – See all your investments in one place. You can manage, view, open new accounts, and make updates 24/7 from wherever life takes you. The technology makes it fast and easy.
Cost-effective – You don’t have to be wealthy to get started. Portfolios can be opened with as little as $5,000.
How GWP Works:
Step 1: Complete your investor profile which includes your age, risk tolerance, current investments, and investment history.
Step 2: Start investing! You can fund your account by transferring cash or electronically aggregating existing accounts. You will then be guided through a few short steps to finalize your application and open your GWP account.
Step 3: Your Financial Advisor will give you a welcome call to answer any questions you may have and make sure all required documents are on file.
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. Cyprus Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products
and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Deposits or Obligations
Not Credit Union Guaranteed
May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, ID, NV, CA, MN, AZ, CO
Talk with one of our Financial Services Consultants.
The rail navigation utilizes arrow, enter, escape, and space bar key commands.
Left and right arrows expand / close menus in sub levels. Up and Down arrows will navigate through top tier links. Enter and space opens menus and escape closes them as well. Tab will move on to the next part of the site rather than go through menu items.
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