Investment Tools and Calculators

Investment Tools and Calculators

Get better informed about investments by using tools and information you can actually understand.

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Contact BECU Investment Services

BECU Investment Services

Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.

Want to be better informed about investments? The Financial Advisors* at BECU Investment Services have created this resource center with that in mind. You'll find smart investment tools and information you can actually understand – and starting using—today.

Online Investment Calculators

Get help making informed financial decisions. Check out our Retirement, IRA and Savings calculators.

Trading with LPL Financial Trade Direct

Now you can make and manage trades 24/7 online, on your terms. Trade stocks, exchanged-traded funds (ETFs), closed-end funds (CEFs), mutual funds and options. Convenient online resources are also available to help you make investment decisions and manage your portfolio.

From your online account, you can view:

  • Balances

  • Portfolio Holdings

  • Account Activity

  • Cost-Basis Information

  • Trade Confirmations

  • Account & Tax Statements

Ready to get started? Select the link below and follow the simple step-by-step process to open your account.

View a Glossary of terms to help understand investment terminology.

*Financial Advisors are registered with, and Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Investments are:

Not NCUA/NCUSIF Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of all 50 states.

BECU Investment Services Corporate Office located at BECU, 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL Financial are separate entities.