Blog Article: February 23, 2022
A New Way to Invest in Your Future
Today, investing is more than a fancy buzzword, it is a way to help secure your financial future. At evolve Federal Credit Union, we are making investing more accessible than ever, by offering easy and flexible options for all our members. That’s why you do not need to visit your broker downtown, just download the evolve Federal Credit Union app, complete with our new Investments feature.
Now you can easily set up a diversified investment account or choose from a selection of other investment services. The app even has a ChatBot* that provides customized support to help you with advice or any assistance you may need along the way.
Let us Get Started and Set Up.
1. Open the evolve Federal Credit Union app
2. Scroll down to the Investment feature
3. You will need to select the type of account you would like to open: Investment, Retirement, or Joint
4. The next step is to determine what the length of your Withdrawal Plan is going to be for the account
5. Identify the level of your investment experience to maximize your journey on this feature
6. Identify what your annual income is and choose the type of investment preference you are searching for in terms of gains and losses
7. From the list, select what your primary invest goal is
8. Based on the information gathered so far, you will get a personalized portfolio allocation and recommendation
9. In the final steps, you will need to list your liquid and total net worth, as well as your personal and employment information.
2. Scroll down to the Investment feature
3. You will need to select the type of account you would like to open: Investment, Retirement, or Joint
4. The next step is to determine what the length of your Withdrawal Plan is going to be for the account
5. Identify the level of your investment experience to maximize your journey on this feature
6. Identify what your annual income is and choose the type of investment preference you are searching for in terms of gains and losses
7. From the list, select what your primary invest goal is
8. Based on the information gathered so far, you will get a personalized portfolio allocation and recommendation
9. In the final steps, you will need to list your liquid and total net worth, as well as your personal and employment information.
The setup process can be completed in a matter of just 5 minutes. Access Softek’s* automated robo-advisor, EasyVest*, will be your investment solution allowing you the ability to manage your investments by simply logging into the app whenever, wherever. EasyVest* integrates with evolve FCU to lower your investment barriers and give you the opportunity to start with smaller investments to help get you started.
As traditional banking continues to shift online, investing in your future is also being redefined and becoming accessible and manageable from the palm of your hands. It is readily available for people of all ages and demographics, wealth stages and levels of financial expertise. Using evolve FCU’s investment feature is a terrific way to begin your investment experience through a trusted source, at your own leisure and depth.
If you have have any questions setting up your app, please contact our eBanking Center at 915.593.5866 and they will be happy to help!
*Investments offered within the evolve FCU app are offered by Access Softek Advisory Services LLC and DriveWealth LLC. Both are not affiliates of evolve FCU. Not NCUSIF Insured. No Credit Union Guarantee. May lose value.
