Investing From Checking

Through our exclusive funds flow and user-friendly interface, InvestiFi empowers every FI 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 our mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone.

• Retaining Deposits and Account Holders
• Attracting New Account Holders 
• New Non-interest Revenue Streams
• Built-in, simple-language investment education available to all account holders
• Pre-built Marketing materials and robust support to get to market faster and encourage adoption

Core Capabilities

Access to InvestiFi’s digital investing solution includes:

• 6500+ Self-directed stocks and ETFs, as well as Roth IRAs
• 25 Crypto coins (and counting)
• Guided Investing (robo-advisory) that delivers portfolios to the account holder based on their risk tolerance and investing interests
• Built-in, compliant investing education available to all account holders whether they open an investing account or not
• 100% U.S. Based customer support in Spanish and English from licensed securities professionals - and much much more!

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