Getting Started Overview
Welcome to Getting Started with eVISION®, the online trading service offered by CFS Front Office (CFS). In this guide you'll find all the instructions you need to quickly get started using the basic features of eVISION®. After you complete these basic tasks, you can explore more features and find more in-depth information in the Help Index section.
Sign up as a CFS eVISION® member and open one or more personal, investment club, corporate, or other types of accounts.
To use the member-only features of eVISION®, such as trading, log on to the CFS eVISION® site as a member.
Get quotes, research stocks, then place your first order to buy a stock.
See the balance in your eVISION® account and a history of your transactions.
Now that you have been introduced to the basic features of eVISION®, see a description of the more advanced features of eVISION®, such as portfolios and research tools.
Other questions that come up frequently, from funding your account to checking on your orders.
Non-deposit investment products and services offered through CUSO Financial Services, L.P. (Member FINRA/SIPC) are:
• not NCUA/NCUSIF or otherwise federally insured • not guarantees or obligations of the credit union
• may involve investment risk, may lose value