Investing From Checking
Stocks & ETFs
Our self-directed securities investing solution gives your Account Holders the ability to buy and sell 8600+ stocks and ETFs to begin or expand their investment portfolio, directly from their checking account
Using our securities offering, you can:
- Entice and engage everyone from beginners to seasoned investors with fractional investing for as little as $1
- Curb deposit outflows by providing access to an investing experience many of your Account Holders already use through external investing apps
- Support positive growth through our unique funds flow that deposits the proceeds of an asset sale – or dividends paid – directly back into the Account Holder’s checking account
- Enhance your Account Holder’s investing journey with robust educational resources from directly within the online banking experience
- Attract new Account Holders, particularly younger investors, by empowering investing directly from checking, enabling these investors to always be ready to seize a market opportunity
Guided Investing
Our Robo solution delivers a simplified approach to investing by delivering portfolio options that align with your Account Holders’ risk tolerance and interests.
Adding this solution to your current offering can help :
- Maximize your deposits by leveraging your FI’s Money Market Account as the cash-equivalent component of the portfolios options provided to your Account Holders
- Turn on a new revenue stream by keeping the AUM fees*, directly benefiting your investment growth
- Offer guardrails to your Account Holders by helping investors consider their options and rebalance their portfolios as interests or risk-tolerance changes
- Give your Account Holders an “on-ramp” to investing for as little as $20 to start a portfolio
- Complement your internal Wealth Management services by notifying your in-branch RIA after investors have reached a certain threshold of investment
- Tooling built to ingest in-branch advisor’s portfolios + risk questionnaires, and allow your FI’s BD / RIA to embed user-facing legal documents to onboard digitally through InvestiFi to your BD / RIA
*Based upon agreement to the terms and conditions of AdvisiFi Referral Agreement
Crypto Trading & Stablecoins
With 25+ coins to choose from, including Stablecoins like USDC, USDT and more, Financial Institutions can decide which options to provide to their Account Holders, delivering a unique, self-directed way to diversify their investment portfolio.
Incorporating this offering can help you to:
- Bring investors interested in digital assets – including Stablecoins – BACK to your online banking experience by providing access to these unique investing options
- Reduce the outflow of assets to external crypto apps like Robinhood, SoFi or Coinbase
- Attract new investors interested in digital asset through a friendly, simple user interface with extensive educational resources and insights natively built into the online banking experience
- Gain a new non-interest income stream by charging crypto transaction fees, of which you keep 100%
- Deliver a better investing experience by providing digital assets supported by more than one custodian to ensure continuity
- Deliver the Stablecoin options your Account Holders are looking for today with room for growth for tomorrow
InvestiFi
Ready for a demo? Sign up now!
Completing this form will provide you with access to book a time for a demo that works for you.
If you’re not part of a Financial Institution (Credit Union or Bank) and are interested in buying, trading or selling Cryptocurrency, please visit our subsidiary On Demand Trading for more information.
