Financial Planning Research Tools

Financial Research

From comprehensive financial stock market data to investment publications, TruWest Credit Union offers research tools that can help you create a financial portfolio you're proud of. Plus, you'll find real-time streaming data feeds from financial marketsaround the world that you can use to assist with making investment decisions. Click on the links below to discover more.

  Login To LPL Account View 

Market Summary

From news to earnings information and indices, TruWest’s Market Summary gives you quick access to comprehensive coverage of the financial markets.

Read More


Research the market and performance of stocks easily with our quote tool that is intuitive and dynamic.

Read More


Easily monitor your portfolio in real-time with the latest stock quotes, interactive charts, financial news and research.

Read More

Mutual Funds

Learn how mutual funds are performing—and the risks—with TruWest’s Mutual Fund Search Tool.

Read More

Industry News

Get full access to industry news that helps you stay on top of the companies and stocks you care about.

Read More

Research Publications

Gain insight into market trends and current economic conditions, plus expert recommendations that can help you manage your portfolio.

Read More


Get an overall view of a sector and five-day comparative chart that shows how industry peers are matching up to the rest.

Read More

Financial Calculators

Be confident about how you spend, save and invest your money. Our interactive calculators provide comprehensive results about your finances.

Read More

Securities offered through LPL Financial, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruWest Credit Union is not a registered broker/dealer nor affiliated with LPL Financial.
LPL Disclaimer
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NE, NJ, NM, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA