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DTC-Eligible Term Certificate

Enable your Clients to Invest for Impact

Attention money managers and financial advisors! Self-Help Credit Union offers DTC-eligible, tradeable term certificates, which are eligible for the services of the Depository Trust Company (DTC).

We invite you and your clients to participate in our newest offering, which opens in November, 2018. 

This is our fifth offering. We began offering DTC-eligible term certificates (with CUSIP numbers) in 2016 as part of a pilot program to maximize impact and minimize barriers for some of our key institutional investment partners.

With our DTC-eligible term certificates, it's easier than ever for financial advisors and money managers to help clients invest in communities. Deposits placed in Self-Help CU are federally-insured, and help to provide the funds we need to connect people of color, women, immigrants and low-wealth communities across the country to affordable loans and other competitive financial products & services.

DTC-Eligible Term Certificates

  • Fixed-income securities exclusively available to the SRI community
  • Available terms: 2 & 3 years
  • APY = Annual Percentage Yield
  • Deposits are NCUA insured up to $250,000 (per credit union) to protect your investment

    Term Rate (APY)
    Minimum Investment
     2 years  2.00%  $80,000
     3 years  2.28%  $80,000

dtc term certificate

How to Apply 

DTC-Eligible Term Certificate

Please contact one of our Investment Associates to explore this investment opportunity:

Ebony Perkins: or 919.956.4630

Annie McShiras: or 877.369.2828 x5530