Invest with Confidence
The Investment portal within our Digital Banking Platform is a simple, and secure way for members to invest in and learn more about securities.
Fast · Easy · Secure
Invest with Confidence
We’re excited to partner with InvestiFi, a technology provider, to offer our members the opportunity to connect to an investment portal to buy, sell, and hold stocks directly through our digital banking platform*. Whether you’re looking to grow your portfolio or start investing for the first time, we’ve made the tools and resources available to help.
Connect to the Investment Portal though your Digital Banking Account!
Some of the advantages of the investment portal though United Financial Credit Union are:
- Convenient Access: Access to the investment portal is easy allowing you to manage your investments right inside your Digital Banking Account.
- Range of Options: Explore a variety of securities, including stocks, and ETFs.
Ready to start investing? It’s easier than ever. Log in to your digital banking account or contact us today to learn more!
Invest smart. Invest with confidence.
Get Started
Ready to purchase Securities? Log into online banking to get started!
Join Today
Not a Member Yet? Open your account today to experience the credit union difference
Available for Personal Accounts 18 and over.
Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an SEC-registered investment adviser. Securities and brokerage products offered by CDS1 Securities LLC (“CDS1”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members FINRA/SIPC. AdvisiFi, CDS1 and RQD are not affiliates of United Financial Credit Union (“Credit Union”). The Credit Union does not provide investment advisory or brokerage services, and nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products or to open an investment account.
Cash and securities held by RQD are (1) not insured by the FDIC, NCUA or other government agency, (2) not guaranteed, (3) not United Financial Credit Union deposits or obligations, and (4) may lose value. Securities are not depository products, are not insured by the NCUA or FDIC, and may lose value. Securities and investments offered by CDS1 involve risk, including possible loss of principal.
Brokerage services are available only to residents of the United States and in jurisdictions where CDS1 is registered.
Please visit [InvestiFi.co/legal] for applicable terms, conditions and important disclosures.
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