Go to main content Online banking Username Password Enroll Now | Forgot password? Contact Investment Services To make an appointment with one of our CUSO Financial Services, L.P. (“CFS”) Financial Advisors, please submit your full name and email address. Please include your phone number and who referred you to Investment Services along with any additional comments you may have. We serve members within the 24 Oregon counties we serve. By clicking submit, you will authorize an advisor to contact you using the telephone or e-mail address listed below, even though this phone number may appear on the national or your state Do Not Call Registry. * Required Fields Choose your county: Select... Benton Clackamas Clatsop Columbia Coos Crook Curry Deschutes Douglas Hood River Jackson Jefferson Josephine Klamath Lane Lincoln Linn Marion Multnomah Polk Tillamook Washington Wasco Yamhill Subject: Select... Retirement Planning / income strategies Allocation analysis Rollover (401k / 403b / deferred) PERS planning / distribution IRA / Roth IRA Beneficiary IRA Consolidate investments Long-term investing Tax-free investing Investing options / 2nd opinion Inheritance management strategy Other First name: Last name: Email address: Phone number: Message: Security check: Go to main navigation Helpful links View My Portfolio eVISION® online trading Investment Learning Center Make an appointment Join | Be a member Learn about the difference between a credit union and a bank Video - Our values: Member Focus Play Video Unforgettable birthdays Beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits. Retirement plan limits IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government. The limits are adjusted periodically to compensate for inflation and increases in the cost of living. Retirement planning options There are a variety of retirement planning options that can meet your needs. Your employer funds some, and you fund some. 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