Canada Post strike may impact the delivery of paper statements and other documents. Sign up for UCU Online Banking to view statements, manage your accounts and pay bills. Call 1.800.461.0777 to get started.
Home / Financial Planning Inquiry
Full Agreement
I consent to the Financial Institution, and its agents and representatives, collecting, using, and disclosing my personal information provided in connection with this Application, and any changes or additions to this information provided in the future, for the purposes of:
I consent to the Financial Institution, and its agents and representatives, disclosing my personal information to:
If there is more than 1 Applicant, I consent to the Financial Institution disclosing information about the Account as instructed by either/any 1 of the Applicants.
If you have questions about the collection, use and disclosure of your personal information by the Financial Institution, please contact us.
First Name: {name-1-first-name}
Last Name: {name-1-last-name}
How would you like to meet?: {radio-1}
Which branch would you prefer to visit?: {select-1}
Phone Number: {phone-1}
Preferred Appointment Date: {date-1}
Email address: {email-1}
When should we call you?: {select-4}
Investment Goals: {select-2}
What type of investments are you interested in?: {select-3}
Return to homepage
Go to Online Banking
1-800-461-0777
Find Us
Accessibility Settings
Download App