Frontwave Brochure

Plan

Manage

Preparation is key. We can help you craft a financial plan that fits your current situation and future needs.

Smart money management is all about control, so we make it simple for you to manage your money around the clock with easy-to-use tools that offer more insight and flexibility.

Digital Banking Frontwave uses cutting-edge technology to help you get things done pronto. Instead of driving to a credit union branch, use our online and mobile banking tools to manage your accounts 24/7. Online and Mobile Banking

Investment Services Your financial dreams are our top priority. The Frontwave Investment Services* program located at Frontwave Credit Union is here to work with you to determine your comfort level, create an investment timeline, and set long-term goals. Regardless of where you are in life, the end result will be a strategy designed to protect, build, and use your assets in the most advantageous way. Professional Services Insurance products which are available are not deposits of Frontwave Credit Union and are not protected by any type of deposit insurance, are not obligations of or guaranteed by Frontwave Credit Union or its affiliates, and may be subject to risk. Insurance products are not insured or guaranteed by the National Credit Union Administration (NCUA) or any other agency of the United States. Any insurance required as a condition of the extension of credit by Frontwave Credit Union need not be purchased from our Agency but may, without affecting the approval of the application for an extension of credit, be purchased from an agent or insurance company of the customer’s choice. Insurance Services Protecting your family and assets is always a good policy. At Frontwave Insurance Services, LLC, we believe that protecting what you’ve worked hard for is part of a smart financial plan. If misfortune strikes, insurance protects your family, house, car, and other big investments. • Auto & motorcycle insurance • Home insurance • Term life insurance • Identity theft insurance • Pet insurance • Renters insurance and more To get a free, no-obligation quote, call 844.788.0820 or visit our insurance website at frontwavecu.com/insurance .

• Check account balances • Transfer funds

• Sign up for email alerts • High-tech protection safeguards your privacy • eStatements

• Make loan payments • Pay bills electronically • Deposit checks from your phone • Link your Apple Pay, Google Pay, or Samsung Pay to your Frontwave cards for easy mobile wallet payments

Convenient Access 30,000 Fee-Free ATMs

That’s more than most of the biggest banks. And it includes selected locations where you shop, like 7-Eleven, Circle K, Costco and Dunkin Donuts. Visit frontwavecu.com/locations or the locations tab on your Frontwave mobile app to find the fee-free ATM nearest to you! 5,000+ Shared Branch Locations Feel right at home when you visit participating credit union branches across all 50 states. It’s a free service for easy access to your money wherever you go. To find the Frontwave or Shared Branch nearest you, visit frontwavecu.com/locations or the locations tab on your Frontwave mobile app! 24/7 Express Line Telephone Banking Call 800.829.7676 to check your accounts anytime through Express Line, our automated telephone banking service.

• Retirement planning • General investment management • Long-term care insurance • Education funding • Comprehensive financial guidance

• Personal financial assessments • 401(k) planning • Retirement income planning

• Portfolio management • Investment management

For additional information or to schedule a no-cost/no-obligation appointment, contact Frontwave Investment Services at 760.439.6960 or visit frontwavecu.com/invest . *Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. NOT NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3763608.1-0921-1023

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