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DTC-Eligible Term Certificate

Invest Your Clients’ Cash for Impact

Since 1980, Self-Help has put $9.3 billion into helping communities nationwide. See our 2019 annual report. We need your investments to continue that 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 into low-income, minority, and women communities across the country.

Our next DTC-CD offering is September 14-25, 2020.

With our DTC-eligible term certificates, it's easier than ever for financial advisors and money managers to help their clients invest 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 competitive financial products & services.

DTC-Eligible Term Certificates

  • Fixed-income securities exclusively available to the SRI community

  • Available terms: 2- and 3-year

  • Offer of $6 million, will close when subscribed. Pre-orders available.

  • We will e-mail the CUSIPs on September 14, 2020.

  • You can pool your clients’ funds in an omnibus account. (Note: We are unable to do small individual accounts.)

  • The minimum investment amount is $80,000 per CUSIP purchase.

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