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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, from June 10-24, 2019.

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
  • Term Rate (APY)
     2 years  2.26%
     3 years  2.53%

     

 

 

 



* APY = Annual Percentage Yield.
Deposits are NCUA insured up to $250,000 to protect your investment.

Please note: Rates change on a monthly basis. Our June 1st rate will best reflect our DTC rate; please check back on June 1st.

dtc term certificate

How to Apply 

DTC-Eligible Term Certificate

Please contact us to explore this investment opportunity:

Ebony Perkins: ebony.perkins@self-help.org or 919.956.4630

Annie McShiras: amcshiras@self-helpfcu.org or 877.369.2828 x5530