Alternative Investments
Credit Union of Texas has partnered with SWBC* Investment Services, LLC to offer complete financial services to our members.
Phone & Live Chat
Mon - Fri: 9AM - 6PM CST
Sat: 10AM - 2PM CST
Member Services
(972) 263-9497 or (800) 314-3828
Teller: Option 1
Loans: Option 2
Debit Cards & Credit Cards: Option 3
Member Services: Option 4
Lost Cards, Fraud, or Disputes
Debit Cards: (866) 820-1075
Credit Cards: (866) 604-8156
Mortgage Loan Questions
(972) 705-4845
Collections
(972) 705-4950 or (866) 705-4950
Credit Union of Texas has partnered with SWBC* Investment Services, LLC to offer complete financial services to our members.
CUTX and SWBC Investment Services: Working Together as a Team
Brokerage Services:
Individual and Business Retirement Plans:
Insurance:
Financial Planning Assistance:
Monday - Friday 9AM - 6PM
and Saturday 10AM - 2PM CST
Talk to an Account Specialist
972-645-7811
Our financial Advisor: Alejandro Sierra
Alejandro is the exclusive financial advisor to CUTX members and brings more than 10 years of industry experience. As a financial advisor, his mission is to help members create and monitor personalized financial plans that are designed to address their specific needs, goals and wants. Alejandro achieves this through a thoughtful and disciplined approach to investment and risk management. His goal is to create lasting relationships built on exceptional client service.
Whether your financial needs are short- or long-term, Alejandro will help you work toward your goals by providing quality products and services tailored for you. For more information and to schedule an appointment, contact Alejandro Sierra, Financial Advisor at 972-645-7811, or alejandro.sierra@swbc.com.
Check the background of an investment professional on FINRA's BrokerCheck.
If you need to place a trade, please call SWBC’s home office Operations Department at 1-866-884-2605.
Supervisory Office:
John Tuohy
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 | San Antonio, TX 78216
Phone (toll-free): 1-866-884-2605 | Fax: 210-635-1203 | InvCompliance@swbc.com
We have several locations in DFW and East Texas. Come see us!
1Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value, and are not NCUA/NCUSIF insured.