InvesTex Credit Union and SWBC Investment Services

Aging Financial Implications Seminar (Sept. 2017)
Securing your Retirement Seminar (Oct. 2017)

Working Together as a Team

InvesTex Credit Union has partnered with SWBC Investment Services, LLC to offer complete financial services to our members.

Through SWBC Investment Services, located at InvesTex Credit Union, members have a team committed to helping them achieve long-term financial success. With today’s economic challenges and diverse investment choices, you need a trusted team who can simplify the investment process and can help you determine your short- and long-term investment needs.

From helping establish an IRA to developing a comprehensive plan for a multi-million dollar estate to simply reviewing your portfolio, we will work with you to help you clearly identify your goals and create a customized portfolio.

OUR FINANCIAL ADVISOR – Jason Stepanik

Jason is the exclusive financial advisor to InvesTex members and brings more than 20 years of industry experience.

“As the financial advisor for members, my mission is to help members create and monitor personalized financial plans that are designed to address their specific needs, goals and wants. I do this through a thoughtful and disciplined approach to investment and risk management. I work with each member as if they were my own family. My goal is to create lasting relationships built on exceptional client service.”

Whether your financial needs are short- or long-term, Jason will help you work toward your goals by providing quality products and services tailored for you. For more information and to schedule an appointment, contact Jason at 281.506.1208 or jstepanik@swbc.com

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution. FUNDS SHOULD NOT BE CONSIDERED A DEPOSIT OF INSTITUTION, ARE NOT OBLIGATIONS OF, OR GUARANTEED BY THIS INSTITUTION OR ANY OF ITS AFFILIATED ENTITIES, MAY LOSE VALUE, AND ARE NOT NCUSIF INSURED.

Check the background of this investment professional on FINRA’s BrokerCheck.

If you need to place a trade, please call SWBC’s home office operations department at 1-866-884-2605

Supervisory Office:
Chris Davis
SWBC Investment Services, LLC
9311 San Pedro, Suite 1040 • San Antonio, TX  78216
(210) 321-7357  Office • (210) 581-1672  Fax
invcompliance@swbc.com

One App to Control Your InvesTex Debit Card.

Our new Card Valet app lets you control your debit card. Save time and gain peace of mind knowing you can control the card in your wallet with the phone in your pocket.

• Get real-time notifications when our card is used.
• Restrict transactions to a certain area using your phone’s GPS.
• Set security preferences to match your spending habits.
• Set spending limits for every transaction.
• Enable or disable your card to be used within certain merchant categories such as gas and groceries, hotel and travel.
• Lock and unlock your card with a few taps on your smartphone.

Cardholders can download the app which is available for both iPhone and Android (Apple^® or Google^® Play). The app is user friendly and convenient. CardValet will walk you through setting up your account and registering you card(s). CardValet will aide in our continued efforts to prevent fraud and identity theft. Click here for the quick reference guide.

Access your accounts at InvesTex securely, anytime, anywhere, with InvesTex Credit Union’s Mobile Banking with Check Deposit. The App
is now available for both iPhone and Android users. Mobile banking is a cost efficient and convenient remote service that will be offered to
the membership absolutely FREE.

The new InvesTex Mobile Banking App is as convenient as Online Banking, and more. You can access your accounts and perform transactions 24/7 when and wherever your Smartphone has network coverage. Learn more!

We welcome you to join the InvesTex family! InvesTex is a full-serve credit union providing financial services in the north Houston area since 1952. InvesTex is a Safe and Sound financial institution. Your savings are federally insured up to $250,000 by the National Credit Union Administration (NCUA). The InvesTex Credit Union field of membership includes most of the people living and/or working in the geographic region of the Lone Star College System as well as the school districts in that region. This includes people who work or live within a 10 mile radius of our locations. Membership is also available to employees of retail merchants that are members of the Retail Merchants Association of Houston, Inc., including Retail Merchants Association Members’ lease department employees and excluding those already in the field of membership of an existing credit union are eligible. This includes but is not limited to employees of Fiesta, Macy’s, Finger’s Furniture, Star Furniture, Al’s Formal Wear, Cox, Food-A-Rama, and many more.  APPLY FOR MEMBERSHIP TODAY!