Member Directed Investments.Members can invest in stocks, bonds, ETFs, mutual funds, gold, & cryptocurrencies from their desktop or mobile device.
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Self Directed Investments
The Member Directed Investments Program allows your members to directly trade and manage their own funds to create an investment portfolio. Meet the demand of existing or new members looking to access a trading platform from the credit union. Our team handles all components of the program including technology, member support, compliance, and program management. The program is free to your credit union and generates recurring non-interest income.
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Investment Products
Members can trade individual stocks, bonds, ETFs, mutual funds, gold, and cryptocurrencies all through a unified platform.
Stocks
All listed U.S. stocks Bonds U.S. government & agency bonds, municipals, corporate ETFs All listed ETFs |
Mutual Funds
18,000+ no transaction fee funds Gold Spot gold with the option for physical delivery Cryptocurrencies Bitcoin, Bitcoin Cash, Ethereum, and Litecoin |
Program Features
Our platform provides a powerful suite of tools for members who want to make their own investment decisions.
Fractional Share TradingWith fractional share trading, members can invest in a diversified portfolio of assets regardless of the account size.
Digital OnboardingMembers can digitally open and fund their investment account via our secure desktop or mobile app.
Research & InsightsMembers are given access to dozens of premium market research tools and news providers at no extra cost.
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Member PortalOur easy-to-use web and mobile application allows your members to check quotes, place trades, see account balances, run reports, and manage their accounts.
Account TypesMembers may open a variety of accounts including: Individual, Joint, or Retirement accounts.
SupportAs always, support is provide as part of our program management to help your credit union succeed. Support for member investment accounts is provided at no cost. Learn more about program support on our program management page.
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Program Benefits
Compete with FinTechs & Neo-Banks
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Attract Younger Members
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Become First Institution of Choice
Serve Entire Member Base
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Protect Against Capital Flight
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