Day Air Credit Union Announces Strategic Partnership with InvestiFi to Streamline Digital Investing

Day Air Credit Union has partnered with InvestiFi, the provider of the leading InvestTech platform that enables Credit Union members to trade from deposit accounts. The platform will deliver guided digital investing solutions to the credit union’s 54,000 members.

Day Air Credit Union is headquartered in Montgomery County and proudly serves businesses and residents of the Miami Valley in southwest Ohio. It is a not-for-profit, full-service financial cooperative with over $870 million in assets. Members have access to more than 30,000 surcharge-free ATMs and over 5,900 shared branches nationwide. 

“The addition of InvestiFi’s Investing from Checking solutions as part of our offering will allow our members to invest digitally within a secure environment. The added support of InvestiFi’s financial education materials will help our members confidently contribute to their portfolios as they start investing,” said John David Theobald, President of Day Air Credit Union. 

“Third-party investing apps are putting our members at risk by offering them access to investments with little support or financial education. With InvestiFi, we’ve eliminated our members’ need to venture elsewhere, allowing them to invest in crypto, stocks, and ETFs within their trusted institution.” 

Day Air Credit Union will offer all of InvestiFi’s solutions through its online banking platform. Guided Investing, a robo solution that generates personalized portfolio options based on members’ risk tolerance and interests, will be available for members. They will also be able to access self-directed investing, giving members the option to buy and sell more than 6,500 stocks and ETFs, as well as over 25 cryptocurrencies and stablecoins. To provide additional support, members will also receive exclusive access to InvestiFi’s financial education materials to help them make informed investment decisions. 

Kian Sarreshteh, CEO of InvestiFi, added: “We are excited to be partnering with one of  Miami Valley’s leading community financial institutions and to support its members as they grow their digital investing portfolios.

“Many credit unions are suffering from declining retention due to third-party digital investing providers that do not have their members’ best interests at heart. By offering digital investing directly from checking accounts, we seek to strengthen Day Air’s member retention and attract new members with our guided investing offerings, which will be embedded in Day Air’s online banking platform.” 

“Crypto investment continues to surge in the U.S., and with the addition of stablecoins, there has never been a more critical time for community financial institutions to adopt digital investing solutions for their members. At InvestiFi, we aim to support Day Air in its mission to provide members with a better banking experience and help them achieve their financial goals.”