Wealth Management

The Investment Services team is following social-distancing guidelines but is still available for service. Please contact them by calling 541.681.6947, or sending an email to Investments@MyOCCU.org.

Investment professionals that listen

Planning for your financial future is one of the most important things you will ever do, so having access to resources and professional financial advice from a trusted partner can be invaluable.

There is no better time than the present to sit down with one of our wealth management professionals to take a fresh look at your investment strategies. OCCU Investment Services provides you a powerful blend of control, information and service. We provide you with access to a wide menu of investment choices thanks to a working relationship between OCCU Investment Services and LPL Financial.*

We understand that each of our clients has unique considerations. To help stay on track to pursue your retirement goals, we recommend that you review your finances with us at least once per year.


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Schedule a portfolio review

There is no better time than the present to sit down with one of our wealth management professionals. We understand that each of our clients has unique considerations, and reviewing with us can help you stay on track to pursue your investment goals. No matter the size of your investment, we're here to help you work toward your goals.

Contact OCCU Investment Services

LPL Account View

To view your accounts online, you will first need to enroll in LPL Account View. You'll need your LPL Account Number to sign up.

  1. From the LPL Account View page, choose SIGN UP.
  2. For an overview of the enrollment process, choose SIGN UP INSTRUCTIONS.
  3. When you're ready to enroll, choose SIGN UP FOR ACCOUNT VIEW from the login screen.

Enroll now

*Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and OCCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, AK, AZ, CA, CO, DC, FL, HI,  IL, IN, MA, MO, MT, NC, NV, SC, TX, UT, WA.