InvestiFi Launches Securities Investment Service for Community Banks and Credit Unions

The first InvestTech platform designed to enable trading to and from deposit accounts now allows Credit Unions and Community Banks to provide self-directed investment services to their account holders, through InvestiFi’s subsidiary FINRA member broker-dealer

InvestiFi, the provider of investing solutions for Community Credit Unions and Banks, has announced today the launch of its new service to enable Credit Unions and Community Banks to provide their account holders with self-directed investment capabilities through InvestiFi’s registered investment adviser and FINRA member broker-dealer subsidiaries. The latest offering allows Credit Union and Community Bank account holders to diversify their investment opportunities from directly within their online banking experience, removing the need to use third-party apps for access to securities investments. Users can invest any amount to buy, sell or hold stocks, and ETFs, including fractional investing with as little as $1.00 USD.

Through InvestiFi's unique funds flow and integration directly with the leading Digital Banking Providers and Banking Cores, Credit Unions and Community Banks can provide their account holders the ability to invest in a diverse range of investment options for securities, including Stocks and exchange-traded funds (ETFs), using funds directly from their checking accounts through the online banking experience they already know and trust. 

Many U.S. citizens still do not have access to the investment tools they desire from their primary financial institution nor robust resources for education to make informed investment decisions. According to the Pew Research Centre, only 21% of American families own shares directly. Even fewer own pooled investment funds, including mutual funds and ETFs or other investments that typically include stocks among holdings.

The new addition to the platform benefits both the account holder and the financial institution, providing a more secure transactional experience by enabling investing directly from deposit accounts, while creating an offering that many investors already use through third-party apps. This brings deposits back into the Credit Union or Community Bank while providing an all-in-one experience for account holders to deposit, save and invest directly within their online banking experience.

Kian Sarreshteh, CEO at InvestiFi said, "At InvestiFi, we've pushed boundaries to create a natively integrated digital investment platform that spans key asset classes and delivers a seamless experience for their account holders. We are the only InvestTech solution that supports investing directly from a checking account, which is revolutionary for account holders and their financial institutions. We are thrilled to introduce our new securities service to provide secure transactions and investment education for informed decision-making through our platform.”

InvestiFi board member Todd Clark added, "We are excited to see our vision for InvestiFi coming together, having built native integrations into digital banking providers. Our encouraging sales momentum confirms that Credit Unions and Community Banks require our solutions, being able to offer both investing and the education around investment natively through their online and banking apps."   

Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. AdvisiFi is a wholly-owned subsidiary of InvestiFi Inc (“InvestiFi”).  Brokerage services are provided to AdvisiFi clients by CDS1 Securities LLC (“CDS1”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC.  Brokerage services are available only to residents of the United States and in jurisdictions where CDS1 is registered. You may check the background of these firms by visiting FINRA's BrokerCheck. Cash and securities held by RQD are (1) not insured by the FDIC, NCUA or other government agency, (2) not guaranteed, (3) not Credit Union deposits or obligations, and (4) may lose value.

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About InvestiFi

InvestiFi, Inc. is the only InvestTech Platform designed to allow for trading to and from deposit accounts, enabling Credit Unions and Community Banks to retain more assets and attract new members. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every Credit Union and Community Bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience. At the heart of InvestiFi's mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone.

Ready to learn more?

Click here to learn more about how InvestiFi can help your Community Credit Union or Bank bring investing inside to retain more deposits, build relationship with Account Holders and attract new ones! 

Press contacts:

Spreckley PR | Matthew Flack or Benjamin Hart | InvestiFi@spreckley.co.uk | 0207 388 9988