What is EasyVest?
It’s an automated investment service that you can personally manage through online or mobile banking. Begin investing with as little as $200 from your Partner Colorado savings or checking account. You don’t need a lot of money to be an investor.
EasyVest is an ideal solution for those who are:
- New to investing
- Want to invest in smaller amounts
- Or are looking for investment options through an automated investment service (sometimes called a “robo-advisor”). Learn more about automated investment services here.
EasyVest is simple
The first time you log in, you’ll be asked a few simple questions about your financial goals and risk tolerance. Then, EasyVest will tailor an investment portfolio just for you and continuously optimize that strategy in real time. Once your investment account is set up, you can monitor and manage it through online banking or mobile banking. It’s fast, simple and easy!
Get started today
Just log in to Partner Colorado’s Online or Mobile Banking, navigate to Investments and click on EasyVest.
*Non-deposit investment products are not NCUA / NCUSIF / FDIC or otherwise federally insured, are not guarantees or obligations of Partner Colorado Credit Union, and may involve investment risk including possible loss of principal. Partner Colorado Credit Union has contracted with Access Softek Advisory Services LLC ("Access Softek") to make non-deposit investment products available to you. DriveWealth LLC, a SEC registered broker-dealer and member FINRA/SIPC, holds the investment accounts. Investment Advisor Representatives are registered through Access Softek.
