Brokerage Services

SimpliCD Program

Investing in CDs

Learn more about this turnkey certificate of deposit program that allows credit union investors to easily invest substantial funds in federally insured CDs.

SimpliCD Rates

Current rates for multiple terms and amounts.

Frequently Asked Questions

Learn more about SimpliCD, Primary Financial, and this insured investment program.

SimpliCD in PowerPoint

For presentations to interested parties and credit union boards and management. Download handouts.

Cost Comparison

See a comparison of SimpliCD to a rate service and a referral broker.

Top 10 Reasons to Choose SimpliCD

No annual fee, insured, automated settlement, and more!

SimpliCD Statement Samples

See what the daily and monthly statements are like, and preview a sample performance review.

Sign-up Forms

Checklist and forms to get started.