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Open an IRA. Get $100.

<p>Save for Retirement and Receive $100*</p>

Save for Retirement and Receive $100*

Transfer an IRA, or roll over a 401(k), with a minimum balance of $25,000 to a new IRA with CUSO Financial Services, L.P. (CFS) Financial Advisor at Sound and get a $100 Visa gift card.  Offer ends December 31, 2024.

To get started, contact a financial advisor or complete the form below and a member of our team will reach out to you.


Get In Touch With Us

Send us your contact information with a brief message and a member of our team will be in contact with you within two business days.

To connect with your local advisor, please let us know your preferred Sound Credit Union branch in the message box below.

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*Withdrawals prior to age 59 ½ may be subject to IRA penalty and tax consequences. Consult with your tax advisor. Before deciding whether to retain assets in an employee sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock. $100 Visa Gift Card Offer: Transferred IRAs/Rollover 401(k)s must have a minimum value of $25,000, be funded within 45 days of account opening, and remain open for at least 90 days to receive $100 Visa gift card. Visa gift card will be mailed 90 days after account opening. Offer is not valid for internal transfers originating from, or made to, an existing CFS IRA. Limit one gift card per member.