Harvard Credit Union Adds Wealth Management Services
Banker & Tradesman
May 24, 2023
Harvard University Employees Credit Union members now have access to wealth management services after the institution inked a deal with CUSO Financial Services.
The $1 billion-asset, 52,000-member credit union joins Quincy Credit Union as a customer of the subsidiary of Atria Wealth Solutions.
QCU and CUSO Financial Services announced their own multi-year deal in 2021 to will give members of the $700 million-asset lender access to investment services like retirement and financial planning at its branches and in its online presence.