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Investment Account Viewing and Management through Online/Mobile Banking will be temporarily unavailable beginning Saturday, May 17. Details.
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Downtime for Investment Account Management through Online and Mobile Banking beginning May 17

Downtime for Investment Account Management through Online and Mobile Banking beginning May 17 featured image

The following message was emailed to all members who hold investment accounts through Generations Investment Group by Financial Advisor Waleed Khan regarding upcoming downtime of the Single Sign On (SSO) functionality for investment account viewing and management within our Online and Mobile Banking platforms beginning May 17, 2025. This downtime comes as part of the conversion from CUSO Financial Services, L.P. to LPL Financial on the same day.

 

I would like to inform you about some upcoming changes that may affect your access to certain features on our Online Banking and Mobile App platforms. As part of our ongoing efforts to enhance our services, we are currently working on converting the existing access to CUSO Financial Services Clear1 (online investment account viewing) to LPL Financial’s Account View which may result in delays in updating your account information on these platforms.

Please note the following key points: While the majority of accounts will be available the week of the May 17th conversion, some account types may not be immediately viewable on LPL Account View, potentially taking up to 6-12 weeks. As a result, clients accustomed to viewing positions through Clear1 with Single Sign On (SSO) Online Banking and Mobile App may experience a delay in accessing this information.

In addition, we are collaborating with our digital provider to address potential compatibility challenges between LPL and credit union systems. While we are working diligently to ensure a smooth transition, SSO functionality will be unavailable the week following the May 17th conversion with current estimates anticipating that SSO will be reenabled on May 23rd. If you have any questions related to your investments during this time, please don’t hesitate to contact me.

Rest assured that we are committed to resolving these challenges and keeping you informed every step of the way. We understand the importance of seamless access to your financial information, and we are dedicated to providing you with the best possible solutions.

Thank you for your understanding and patience during this transition period. If you have any questions or concerns, please do not hesitate to reach out for assistance.


Waleed Khan
waleed.khan@mygenfcu.org
(210) 554-3526
CUSO Financial Services, LP at Generations Investment Group
Financial Advisor

 

Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“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. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide investment advice. CFS is a subsidiary of Atria. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.