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DTC-Eligible Term Certificate

Invest Your Clients’ Cash for Impact

Since 1980, Self-Help has put $12.5 billion into helping communities nationwide. Here is more on our community impact. We need your investments to continue this work. Self-Help Credit Union offers DTC-eligible, tradeable term certificates, which are eligible for the services of the Depository Trust Company (DTC).

Invest your clients’ cash in impactful and inclusive community-centered projects across the country.

Our next DTC-CD offering will be held in fall 2023.

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

DTC-Eligible Term Certificates

  • Upcoming offer period: TBD
  • Fixed-income securities exclusively available to the SRI community
  • Available terms: 2 - 5 years
  • $80,000 minimum investment per CUSIP (Note: You can pool your clients’ fund in one omnibus account. We are unable to do small individual accounts.)
  • Rates (based on market rate)     
  • *APY = Annual Percentage Yield

Deposits are NCUA insured up to $250,000 to protect your investment.

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How to Apply 

DTC-Eligible Term Certificate

Please contact us to explore this investment opportunity:

Investor Relations
Toll-Free: 1-800-959-7633