Disclosures

Navy Federal Financial Group, LLC is a wholly owned subsidiary of Navy Federal Credit Union.

Navy Federal Financial Group (NFFG) Disclosure:

Nondeposit investment and insurance products are offered through Navy Federal Financial Group, LLC (NFFG) and through its subsidiary, Navy Federal Brokerage Services, LLC (NFBS), a member of FINRA/SIPC and an SEC registered investment advisory firm. Brokerage and advisory products are offered through NFBS. These products are not NCUA/NCUSIF or otherwise federally insured; are not guaranteed or obligations of the credit union; are not offered, recommended, sanctioned, or encouraged by the federal government; and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling non-deposit investment and insurance products.

Trust Disclosure:

Navy Federal Financial Group offers Trust Services through MEMBERS Trust Company (MTC), 14025 Riveredge Dr., Suite 280, Tampa, FL 33637. Non-deposit products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union or any affiliated entity, and involve investment risk, including the possible loss of principal. MTC is available at 855-358-7878.

Mutual Fund Ticket Charges:

Upon the purchase of a mutual fund of a Strategic Partner in our Select program in a Pershing account, NFFG may absorb the nominal "ticket charge" for each transaction of approximately $15 that would normally be paid by you, your NFFG investment representative's financial institution or your investment representative. Generally, the mutual fund families that participate in the Select program subsidize some of these ticket charges by paying NFFG a per trade fee of up to $15 for purchase transactions with a minimum purchase amount ranging from $10,000 to $15,000. The type of transaction in a Select program mutual fund purchase that may qualify for a ticket charge waiver varies depending on the particular Strategic Partner in the Select program. Every mutual fund offered by NFFG may be purchased without a ticket charge by processing the transaction with a check and application sent directly to the mutual fund company. We believe that these ticket charge waivers do not compromise the advice your investment representative provides to you.

Strategic Partners:

Mutual Fund/Insurance Providers

  • AIG*
  • Allianz Life
  • AXA Equitable
  • First Trust
  • Franklin Templeton*
  • Great American
  • Great West
  • Hancock Funds
  • Jackson National Life Distributors
  • Lincoln
  • Lord Abbett*
  • MFS*
  • Nationwide
  • Oppenheimer
  • Pacific Life*
  • Protective Life Ins. Co.
  • Putnam*
  • VOYA*
  • Western & Southern

*Member of Select program

Nondeposit investment and insurance products are offered through Navy Federal Financial Group, LLC, (NFFG) and through its subsidiary, Navy Federal Brokerage Services, LLC (NFBS), a member of FINRA/SIPC and an SEC registered investment advisory firm. Brokerage and advisory products are offered through NFBS. These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the federal government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment and insurance products. 1-877-221-8108. Trust Services available through MEMBERS Trust Company. 1-855-358-7878.

Image used for representational purposes only; does not imply government endorsement (per 32 CFR 705.13).

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