As a valued member of VyStar Credit Union, you are eligible — for a limited time — to receive up to a $1,500* bonus by opening an account with VyStar Investment Services.**

Maybe you’ve already started investing for your future. Or maybe it’s on your to-do list. No matter where you are in life, VyStar is there, helping you pursue your financial goals.

Here's how it works:

bonus and deposit tier chart

 

Remember, get a bonus when you deposit a qualified amount of new funds with VyStar Investment Services! 


Request an appointment here online to schedule a consultation.

Mention “BONUS” during your consultation to get this offer.

VyStar Credit Union membership is required in order to receive the bonus. Visit www.vystarcu.org/why-join/become-a-member for membership qualifications details. $5 deposit in a primary savings account required for membership. Credit union programs, rates, services, terms and conditions are subject to change at any time without notice. Certain restrictions and limitations apply. ©2024 VyStar Credit Union.

*This offer is valid for new outside assets only (funds from existing VyStar accounts are not eligible). VyStar Credit Union will pay a cash bonus, in the form of a Direct Deposit to your VyStar savings account during the offer period, 8/19/24 - 12/31/24. The account must be funded within 60 days of the opening date and the deposit must be held in the account for at-least 90 days from the date of deposit to receive the bonus. Once the 90-day requirement is met, the bonus will be issued to the account holder within 14 business days. Limit one offer per member. All deposits must be received in an account within 90 days of the conclusion of the campaign to be eligible for this promotion. The minimum qualifying deposit into an account to participate in the bonus offer is $100,000, which will award you a bonus of $250. For purposes of this offer, qualifying net new outside assets are calculated by adding total incoming assets or transfers (including cash, securities and/or margin debit balance transfers) and subtracting assets withdrawn or transferred out of the account within the preceding 52 weeks. To receive $250 bonus, account must be funded with $100,000- $249,999. To receive $500 bonus, account must be funded with $250,000- $749,999. To receive $750 bonus, account must be funded with $750,000-$999,999. To receive $1,000 bonus, account must be funded with $1,000,000 or more. To receive an additional $250 bonus, an advisory account must be funded with $100,000- $499,999. To receive an additional $500 bonus, an advisory account must be funded with $500,000 or more. This is not an offer or solicitation in any jurisdiction where VyStar Investment Services and VyStar Credit Union is not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. You have choices about what to do with your employer sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit vystarinvestmentservices.com or call an LPL Financial Advisor at VyStar Investment Services at 904-908-2495 or 1-800-445-6289 option 4, ext. 2495 for more information about your choices.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

**Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. VyStar Credit Union and VyStar Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using VyStar Investment Services and may also be employees of VyStar Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, VyStar Credit Union or VyStar Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

P.O. Box 45085 | Jacksonville, FL 32232
904-777-6000 | 800-445-6289