United Financial and Bluestone Federal Credit Unions Go Live With InvestiFi’s Securities Investment Solution

InvestiFi Inc., the pioneering provider of industry-leading investing technology solutions for credit unions and community banks, has announced the onboarding of Bluestone Federal Credit Union and United Financial Credit Union to its securities investment solution. InvestiFi’s digital investing solution provides credit unions with the technology to offer their members access to thousands of  stocks and exchange-traded funds (ETFs) made available through InvestiFi’s registered investment adviser and FINRA member broker-dealer subsidiaries. 

With the integration of InvestiFi’s investment platform, credit unions can provide their members with the ability to buy and sell securities—for as low as $1—through regulated financial entities, all while keeping those deposits in house. Instead of traditional investment apps, which require members to maintain brokerage accounts and balances on external investment platforms separate from a member’s credit union account, InvestiFi’s platform provides an efficient solution—enabling members to access their investment accounts directly through their credit union portal, providing a seamless funds flow solution that enables members to transact using the funds already in their checking accounts.   

InvestiFi’s platform also provides robust educational resources that credit unions can make available directly within their online banking experience, allowing members to make informed decisions when it comes to building their portfolios. 

Bluestone Federal Credit Union has deep roots in Sioux Falls and Eastern South Dakota. United Financial Credit Union is a Mid-Michigan credit union that has grown into seven locations in the Great Lakes Bay Region, serving the entire Lower Peninsula of Michigan.

Jeff Jorgensen, CEO/President of Bluestone Federal Credit Union, said, “We are delighted to have launched InvestiFi’s inspired securities investment solution for our members. At Bluestone, we pride ourselves on providing innovative services to our communities. We look forward to supporting our members as they dive into their investment journeys with the educational resources available through InvestiFi.”

Barbara Appold, CEO of United Financial Credit Union, added, “InvestiFi’s platform is the perfect addition to our offerings, giving our members the investment support they need, conveniently accessible through our own online portal.. We look forward to working with InvestiFi to support our members on their investments and provide them access to a unique investment platform.”

Kian Sarreshteh, CEO at InvestiFi, concluded, “We are very excited to have onboarded United Financial and Bluestone to our fantastic securities investment solution. At InvestiFi, we’ve driven ourselves to create a natively integrated digital investment platform that spans key asset classes and delivers a seamless experience for these credit unions’ members. We pride ourselves in being the only InvestTech solution that supports investing directly from checking, which is revolutionary for members and their credit unions.

We look forward to supporting both credit unions with our investment education for informed decision-making through our platform.”