United Financial and Bluestone Federal Credit Unions Launch InvestiFi’s Securities Offering
United Financial Credit Union and Bluestone Federal Credit Union are now offering a new investment platform through InvestiFi. This platform allows members to trade stocks and exchange-traded funds (ETFs) using their deposit account funds. The best part is that members can buy and sell securities for as low as $1, all while keeping their deposits in-house.
Unlike traditional investment apps that require separate brokerage accounts, InvestiFi’s platform lets members access their investment accounts directly through their credit union portal. This seamless integration allows for easy funds flow and transactions using funds already in checking accounts. Plus, the platform offers educational resources to help members make informed decisions when building their investment portfolios.
Bluestone Federal Credit Union, deeply rooted in Sioux Falls and Eastern South Dakota, and United Financial Credit Union, serving the entire Lower Peninsula of Michigan, are excited to bring this innovative solution to their members. CEOs Jeff Jorgensen and Barbara Appold both expressed their enthusiasm for the new platform and the added value it brings to their members.
InvestiFi CEO Kian Sarreshteh is thrilled to welcome United Financial and Bluestone to their investment solution. He shared his excitement about the platform’s ability to support members on their investment journeys and provide access to a unique investment experience. With a focus on revolutionary features like investing directly from checking accounts, InvestiFi is committed to helping credit unions and their members thrive.
InvestiFi offers investment advisory services through AdvisiFi, LLC, a registered investment adviser, and brokerage services through CDS1 Securities LLC and RQD Clearing LLC, SEC-registered broker-dealers. Members can rest assured that their investments are in good hands with these trusted financial partners.
