Investments > Appointments

Appointments

For your convenience, you can now set up appointment requests online. Your information will be forwarded to the BayPort Financial staff who will call you back to finalize your appointment.

The following items may make your appointment more productive:

Previous 2 years Tax Returns
Life Insurance Information
Latest 401K Statement
Pension Information
Social Security Information
Beneficiary Information - Including: names, dates of birth, social security numbers.
Latest statement from financial institutions other than BayPort Credit Union
List of debts and assets

Please provide the following information:

First Name:

Last Name:

Phone Number:

Are you a current BayPort Financial Member:

Preferred Branch:

Preferred Time:

Non-deposit investment products and services offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Newport News Shipbuilding Employees' Credit Union (NNSECU) has contracted with CFS to make non-deposit investment products and services available to credit union members. BayPort Credit Union is a DBA name for Newport News Shipbuilding Employees' Credit Union. eVision® is a registered trademark of CFS.