Digital Wealth Management

Couple on couch and looking at laptop
  1. Overview
  2. FAQs


Welcome to Digital Wealth Management, a self-service channel that allows you to develop an account, choose investments and actively manage your portfolio on an ongoing basis.

Easily enroll with our fully-automated application process. A brief questionnaire will help generate an investment model, then you can create and set up your account. While we handle ongoing allocations, you are able to view and manage your account at all times.

Unlike other digital programs, we also offer an assigned Financial Advisor that can assist you with any questions or problems you may have.

Get started today for an accessible, low-cost way to build a diversified portfolio.

Get Started!

Form CRS

Form ADV, Part 2a & 2b

Form ADV Part 2a Appendix: Wrap Fee Program

Form ADV Part 2a Appendix: Digital Wealth Management

Privacy Policy

All references to BCU Wealth Advisors will mean BCU Wealth Advisors, LLC, a wholly-owned subsidiary of BCU. Investment advisory services are offered through BCU Wealth Advisors, LLC; an investment adviser registered with the United State Securities and Exchange Commission and domiciled in the State of Illinois. Insurance products and services in California are provided by Insurance Services of BCU. 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 adviser. Products and recommended securities offered through BCU Wealth Advisors or 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. Baxter Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. This website is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of a jurisdiction unless the firm is notice-filed, registered or is eligible for exemption from notice-filing or registration in that jurisdiction. The contents of this webpage are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Nothing on this webpage is intended as legal, accounting, or tax advice, and is for informational purposes only.