Through this partnership, customers will have the opportunity to explore investment options—including guided investing and access to professionally managed portfolios—conveniently within the bank’s existing online and mobile banking channels.
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 InvestiFi Securities LLC (“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. You may check the background of these firms by visiting FINRA’s BrokerCheck.
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