EasyVest offers investment management for members that is available in Online and Mobile Banking.
EasyVest builds portfolios specifically tailored to your goals and circumstances.
During account set-up, EasyVest gathers information about your age, income, net worth, investment experience, risk tolerance, time horizon and financial goals.
Next, EasyVest instantly builds a diversified portfolio for you, usually consisting of lower-cost Exchange-Traded Funds (ETFs) selected by a team of investment professionals. You will have a chance to confirm your portfolio goals, review the recommended investments, and fund your new investment account in one easy step, by transferring from your existing checking accounts.
You can easily access your accounts by logging in to Online or Mobile Banking where you can track the progress, adjust or add contributions, and continue working towards new goals. There's no need to manually adjust investments: portfolios are rebalanced appropriately by a sophisticated algorithm. Over time, as investment allocations grow and shrink, EasyVest makes the necessary adjustments to keep the portfolio in line with your investment goals.
Open an Investment Account
Portfolio Options
Portfolio Performance Management
Transfer Seamlessly
Non-deposit investment products are not NCUA / NCUSIF / FDIC or otherwise federally insured, are not guarantees or obligations of Genisys Credit Union and may involve investment risk including possible loss of principal. Genisys has contracted with Access Softek Advisory Services LLC (“Access Softek”) to make non-deposit investment products available to you. DriveWealth LLC, a SEC registered broker-dealer and member FINRA/SIPC, holds the investment accounts. Investment Advisor Representatives are registered through Access Softek.
