InvestiFi is a fintech company based in Delaware that was founded in 2020 with a goal of democratizing investing by enabling direct investing from an existing account. InvestiFi's investment advisory services are provided through AdvisiFi, LLC, a registered investment adviser wholly owned by InvestiFi. Brokerage services are provided by InvestiFi Securities LLC, a registered broker-dealer.

Investifi

Q: What level of security does InvestiFi have?

InvestiFi Inc. has achieved SOC 2 Compliance, an enterprise-grade best practices standard for protecting customers’ data. Measures taken to achieve this designation include: • Network and application layer penetration tests performed by industry leading security firms • Continuous security control monitoring using the highest possible standards • Data encryption for in-transit--using TLS--and at rest • Secure software development through a variety of manual and automatic data security and vulnerability • Employee training for all staff on employing best practices when handling customer data

Q: What is the relationship between my credit union and InvestiFi?

Great NorthWest FCU has partnered with InvestiFi to integrate its digital investing platform into our Online Banking experience. This allows you to access InvestiFi’s learning and investing tools directly from within your banking interface and to invest directly from your checking account without having to transfer money to a third-party app.

Q: What is digital investing?

Digital investing means having the power to help shape your financial future right at your fingertips. Because the InvestiFi digital investing platform is available within your Online Banking experience, it’s never been more accessible to explore the crypto markets. Whether you’re using a desktop, laptop, or mobile device, the user-friendly tools for trading the coins of your choice are waiting for you.

Investing Made Simple

InvestiFi is an integrated investment platform available through Great NorthWest Federal Credit Union's online and mobile banking. It allows eligible members to open an investment account, research investments, and buy or sell stocks and exchange-traded funds (ETFs) without leaving digital banking.

Instead of managing your finances across multiple apps, you can view your everyday banking and investment accounts in one convenient place.

Why Members Love InvestiFi

Invest directly through online and mobile banking
Buy and sell stocks and ETFs
View your investments alongside your credit union accounts
Simple, intuitive experience designed for everyday investors
Secure access through the digital banking platform you already use

Getting Started is Easy

Log in to Online or Mobile Banking.
Select Invest from the menu.
Open your InvestiFi account.
Fund your account and begin investing.

Who Can Use InvestiFi?

InvestiFi is available to eligible Great NorthWest Federal Credit Union members with access to Online Banking. Eligibility requirements may apply.

Investifi

What level of security does InvestiFi have?

What is the relationship between my credit union and InvestiFi?

Who is InvestiFi?

What is digital investing?

Important Information

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. Brokerage and advisory accounts are not held with the financial institution and are held with AdvisiFi, InvestiFi Securities, and RQD, respectively. You may check the background of these firms by visiting FINRA's BrokerCheck. Cash and securities offered by InvestiFi Securities and held by RQD are (1) not insured by the FDIC, NCUA or other government agency, or by any private insurance offered in lieu of FDIC or NCUA coverage, (2) not guaranteed, (3) not financial institution deposits or obligations, and (4) may lose value.

Digital assets (cryptocurrencies) are made available and held in a digital wallet maintained by SAFE Trust Company, a Wyoming trust company, not the financial institution or InvestiFi or its affiliates. SAFE is a separate entity from, and not an affiliate of Great NorthWest FCU or InvestiFi. Digital assets are (1) not federally or privately insured; (2) not obligations of Great NorthWest FCU; (3) not guaranteed by Great NorthWest FCU; (4) heavily speculative and volatile; (5) may have associated fees; (6) may not allow account holder recourse; and (7) offered by a third party. Great NorthWest FCU may receive compensation from your purchase of digital assets. Digital assets (i.e. cryptocurrencies) held in your digital asset account with SAFE (i.e. Crypto account) are not insured by any government or private entities, including, but not limited to, NCUA or ASI/ESI. Your digital investing account does not support wallet-to-wallet transferring of your digital assets (i.e. Cryptocurrencies). You should carefully consider whether buying or holding digital assets is suitable for you in light of your financial situation. Digital assets are not obligations of Great NorthWest FCU and are not guaranteed by Great NorthWest FCU.

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