InvestiFi Partners with Summit Choice Credit Union to Enable Members to Invest Directly From Their Checking Accounts

InvestiFi, an award winning provider of digital investment solutions for community financial institutions, has partnered with Summit Choice Credit Union to integrate its suite of digital investing tools directly into the credit union’s online and mobile banking platforms. This collaboration will enable members to invest from their checking accounts through a seamless and secure experience.

Founded in 1933, Summit Choice is a nonprofit, member-owned financial institution with six branch locations in Fort Wayne and New Haven, Indiana, serving 11,354 members and supporting hundreds of local businesses, select employee groups, and their families. In addition to eight core membership groups including area fire departments and law enforcement as well as the City of Fort Wayne, membership to the credit union is open to employees and volunteers of more than 360 Business Partner Groups and their family members.

Siane Scherer, President and CEO of Summit Choice said: “We’re proud to partner with InvestiFi to bring a fully integrated investing experience to our members. This solution allows them to seamlessly invest directly from their credit union accounts, supported by intuitive tools and educational resources that encourage confident, well-informed decisions. By connecting investing to the accounts they already trust, members can take the next step in their financial journey within a familiar and secure environment.”

“This partnership is a natural extension of our mission to transform lives in our community by providing financial wellness for all. We believe access to investing should be approachable, understandable, and available to every member—not just a select few. By combining personalized guidance with accessible technology, we’re helping remove barriers and create new opportunities for long-term financial growth.”

Scherer continued: “At its core, this is about more than adding a new service—it’s about empowering our members with the knowledge, confidence, and tools they need to build stronger financial futures. As our members succeed, our entire community grows stronger, and that is the impact we strive to make every day.” 

Through this partnership with InvestiFi, Summit Choice continues to enhance its digital offerings while staying true to its core mission: providing members with practical tools for long-term financial stability. Members will gain the ability to invest in stocks, ETFs, and cryptocurrencies directly from their checking accounts. Additionally, will members gain access to extensive financial education and a Guided Investing tool that helps build personalized portfolios based on risk tolerance.

“We are delighted to be partnering with Summit Choice,” stated Kian Sarreshteh, CEO of InvestiFi. “By seamlessly integrating digital investing solutions directly into Summit Choice’s existing digital banking platform, we are helping them strengthen the crucial foundation of member trust. This integration has the ability to not only enhance member retention, but also improve the overall digital banking experience, making sophisticated financial tools more accessible and intuitive for everyone.”

“At InvestiFi, we take immense pride in providing integrated digital investing options that are specifically designed for the unique needs of community financial institutions. In today’s landscape, we continue to see third-party investment platforms, many of which lack the robust oversight and integrated security of established financial institutions. Our technology provides the members of Summit Choice access to state-of-the-art investing capabilities within a trusted, familiar, and supportive environment, directly through their existing digital channels.”