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A Single Call Puts You in Touch with the Country’s Best CD Interest Rates!
Whether your credit union is interested in funding loan portfolios or investing
surplus funds, SimpliCD is the key to investment success for you. With a
variety of full-service options to balance your changing liquidity situations,
SimpliCD provides you with the back-office support and expertise to bring your unique financial portfolio to a
new level of success.
Investing Made Easy
SimpliCD is a Certificate of Deposit Program that enables credit unions
to invest substantial funds in federally-insured CDs. A complete investment
system, SimpliCD combines the safety of CD investing with the performance
of competitive interest rates from nationwide issuers. SimpliCD will
search for the best rates, perform due diligence and maintain all reporting requirements, adding diversity to your existing portfolio through insured CDs with financial institutions while
assuring your adherence to Regulation 703 and other investment criteria.
With SimpliCD, you’ll be provided competitive, exclusive rates on a
daily basis, without devoting your staff’s time and energy to locate them.
You can base your investment decisions on sound options, familiar procedures
and up-to-the-minute information in an easy-to-manage program tailored to fit
your changing needs.
SimpliCD offers investors:
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Exclusive Rate Information |
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Diverse Investment Opportunities |
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Uncompromising Support/Service |
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Informative Statementing |
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Efficient Transactions and Recordkeeping |
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Free Safekeeping |
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Easy, Convenient Settlement Options |
Issuing Made Easy
The ability to fund loan demand is key to asset management for any financial
institution. Now, SimpliCD makes it easier for you to prosper through
an innovative method of raising funds — without the additional staffing efforts
needed to bring your issues to market.
SimpliCD offers issuers:
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A convenient, centralized way to raise funds, regardless of the term or amount |
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No fee to your credit union |
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Access to a national market of credit union investors |
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Assistance in developing the terms of issuance |
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Easy, convenient settlement options |
Join the growing number of credit unions that have discovered the ease and
timeliness of issuing share certificates through the SimpliCD program.
Benefit from our established marketplace and expertise in the field of
certificate investing.
Becoming an issuer has never been easier!
The custodian for SimpliCD is Primary Financial Company, LLC,
a credit union service organization (CUSO) owned jointly by
corporate credit unions throughout the U.S.
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