Investment Portal

Invest Your Way

THROUGH ONLINE & MOBILE BANKING

 

TWO WAYS TO

BUY STOCKS

  • check solid white Guided Investing
  • check solid white Self-Directed Investing

Invest Your Way

Self-Directed

Self-Directed Investing* lets you buy and sell stocks and Exchange Traded Funds (ETFs) directly from your checking account, giving you full control over your investments.

Guided

Guided Investing* provides a personalized, diversified portfolio based on your risk tolerance and investing goals. It automatically rebalances for a low-cost, hands-off approach.

Investment Portal Features

  • chart icon Access to Stocks & ETFs
  • Ease of Access
  • Educational Resources

Guided Investing

A small robot graphic

An automated investment tool that recommends and manages a portfolio based on your risk tolerance, financial goals, and preferences.

Learn About Guided Investing

Securities 101

Self-Directed Investing

Select the stocks and Exchange Traded Funds (ETFs) you want to invest in.

Terms & Conditions

*Investment advisory services provided by  AdvisiFi, LLC (“AdvisiFi”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Securities and brokerage products offered by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members FINRA/SIPC. AdvisiFi, InvestiFi Securities and RQD are not affiliates of WeStreet Federal Credit Union (“Financial Institution”). The Financial Institution 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 WeStreet Federal Credit Union deposits or obligations, and (4) may lose value. Securities and investments offered by InvestiFi Securities involve risk, including possible loss of principal.

Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. Please visit [InvestiFi.co/legal] for applicable terms, conditions and important disclosures.