Go to main content Online banking Username Password Enroll Now | Forgot password? Retirement planning, saving and investing These days we’re all living longer and facing a longer retirement. Whether you enjoy your retired years or struggle to make ends meet will depend on whether you’ve saved enough money. Since fewer employers are offering a traditional pension plan, you’ll need to be smart about saving and investing for retirement. Our CFS Financial Advisors will work with you to review your current retirement savings, create a strategy and review progress as you approach and move through retirement. Call 800-732-0173 ext. 4296 or: Make an appointment with an advisor PERS retirement planning Those of you in the PERS system know that it has undergone changes and may be changing in the future. We keep up with those changes and can help you understand how your PERS fits into your retirement. IRAs and rollover strategies* Through CFS, Oregon State Credit Union provides a variety of non-deposit IRAs and retirement accounts. We’ll help you decide if you could benefit from rolling over an old employer retirement account or consolidating IRAs. Our CFS Financial Advisors can help you balance your current financial needs with long term savings goals. * Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Go to main navigation Helpful links View My Portfolio eVISION® online trading Investment Learning Center Make an appointment Join | Be a member Video - Our values: Member Focus Play Video Why purchase annuities Annuities are insurance-based financial vehicles that can provide many benefits sought by retirement-minded investors. Learn about last-survivor life insurance Last-survivor life insurance covers two lives under one policy. The death benefit is paid after the second insured dies. Learn about important estate planning tools Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that. Go to main navigation * 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Insurance products and services are offered through CFS Insurance and Technology Services, LLC. Accessibility assistance: If you have difficulty accessing or using any portion or function of our online or mobile channels, please call us at 800-732-0173 or email us. We will work with you to provide the information, item, or transaction you seek in a manner that we believe is accessible for you, as we are able. Branches Contact us Careers Site Map Oregon State Credit Union PO Box 306 Corvallis, OR 97339 Phone: 800-732-0173 | Routing number #323274270 | NMLS #472475 Contact Form Email Us Branch locations