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Finley School District

USAA Investment Management Company

This Vendor Page has not been approved by USAA Investment Management Company,
but the information provided should be useful to you.

Landing Pages

Product and Fee Information

Click the link(s) below for information on USAA Investment products:

Marketing Information

Investment products of USAA Investment are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Finley School District Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Finley School District Plan Number

When contacting USAA Investment to open an account, please reference Plan Number: To Be Determined

Finley School District Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

USAA Investment offers the following type(s) of investment option:

Roth 403(b) Contribution Policy

USAA Investment does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact USAA Investment to request your form.