Personal Investment Platform
The United Financial CU Personal Investment Portal is an optional, simple, and secure way for members to invest in and learn more about digital assets.
United Financial Credit Union’s Personal Investment Portal is a secure and reliable space for members to buy, sell, and manage/hold cryptocurrencies or securities.
Available in your Digital Banking Platform!
Cryptocurrency
Securities
Why would I want to use the Personal Investment Portal?
- Invest directly in both securities and crypto from your checking account—no need to transfer funds to a third party or wait for money to settle. This gives you faster access to the market and lets you act quickly on market opportunities
- A secure platform to buy, sell and manage cryptocurrency and securities.
- The Personal Investment Platform is designed for both beginners and experienced investors, offering an easy entry point to start building a portfolio with as little as $20—tailored to individual risk tolerance and personal interests. Whether you're growing a nest egg or just exploring investing for the first time, Guided Investing provides a smart, supportive way to begin.
- Investing from within your United Financial digital banking allows you to manage all your accounts—loans, checking, savings, and now investments—in one place, giving you a more complete and convenient view of your financial life.
- An all-in-one platform in Online Banking or Mobile App
- We are committed to supporting our members’ financial well-being, and there are educational resources are available to all members—regardless of whether you open an investing account or not.
United Financial Credit Union uses an audited ledger to track and monitor your digital assets and account activities, so you can feel safe knowing that your transactions are secure and your personal information is kept private. An audited ledger is a trusted and tamper-proof record of transactions and activities that has been independently reviewed to confirm its accuracy, integrity, and adherence to relevant standards or regulations.
Not a Member Yet? Open your account today to experience the credit union difference
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 by to InvestiFi Securities 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 InvestiFi Securities is registered. Brokerage and advisory accounts are not held with the credit union and are held with AdvisiFi, to InvestiFi Securities, and RQD, respectively. You may check the background of these firms by visiting FINRA's BrokerCheck. Cash and securities offered by to InvestiFi Securities and held by RQD are (1) not insured by the FDIC or NCUA, (2) not guaranteed, (3) not credit union deposits or obligations, and (4) may lose value.
Digital assets (cryptocurrencies) are made available and held in a digital wallet maintained by SAFE Trust Company, a Wyoming trust company, not the credit union or InvestiFi or its affiliates. SAFE is a separate entity from, and not an affiliate of United Financial Credit Union or InvestiFi. Digital assets are (1) not federally insured; (2) not obligations of United Financial Credit Union; (3) not guaranteed by United Financial Credit Union; (4) heavily speculative and volatile; (5) may have associated fees; (6) may not allow member recourse; and (7) offered by a third party. United Financial Credit Union may receive compensation from your purchase of digital assets. Digital assets (i.e. cryptocurrencies) held in your digital asset account with SAFE (i.e. Crypto account) are not federally insured by any government entities, including, but not limited to, NCUA. Your digital investing account does not support wallet-to-wallet transferring of your digital assets (i.e. Cryptocurrencies). You should carefully consider whether buying or holding digital assets is suitable for you in light of your financial situation. Digital assets are not obligations of United Financial Credit Union and are not guaranteed by United Financial Credit Union.