Looking to Start Investing?
Look no further than EasyVest*, a new investment solution for FedChoice members! It's a great tool for those brand new to the world of investing, looking to invest in small amounts, or those who would prefer options provided through curated artificial intelligence.
It's Simple!
Investing has never been easier! You'll gain access to your very own, personalized robo-advisor, an artificial intelligence based on the most up-to-date market trends and data. It will create a customized investment scenario for you based on a few questions about your own financial goals-- all it takes is an investment as little as $200 to get started!
What Are You Waiting For?
You can access EasyVest today through the FedChoice eBanking online or mobile application! Look for "EasyVest" on the left hand side of your screen to get started.
What's the Minimum Amount I Can Invest?
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The minimum first deposit is $200 which will come from the FedChoice account that you select.
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Are There Any Fees? How Many Accounts Can I Make?
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EasyVest applies an account management fee of 0.6% per year of the value of your investments. It is subject to a minimum fee of $0.50 monthly, which is reassessed on the first day of each calendar month. When you register, you'll be taken to the EasyVest fee schedule.
Currently, one EasyVest account can be made per primary FedChoice account holder.
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Who Administrates EasyVest? Is My Money Secure?
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Your EasyVest account is not a FedChoice Federal Credit Union share. The investment account is held at DriveWealth, LLC and is managed by Access Softek Advisory Services, LLC, neither of which are associated with FedChoice Federal Credit Union. DriveWealth, LLC is an SEC registered broker-dealer and is a member of FINRA/SIPC (a regulator for all securities firms doing business within the United States. As with any investment, there is a risk of loss, as well as account value loss due to decline of market value. However, EasyVest accounts are rebalanced monthly to maintain risks aligned with a member's goals. The funds are not insured by the NCUA or FDIC, nor by any other insurance that protects against investment losses.
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The Member Care Center Can't Answer My Question about EasyVest. What Do I Do?
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The FedChoice Member Care Center does not have direct access to your EasyVest account. If you need additional customer support in regards to your EasyVest account, contact a client service specialist at InvestSupport@AccessSoftek.com.
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*Non-deposit investment products are not NCUA / NCUSIF / FDIC or otherwise federally insured, are not guarantees or obligations of FedChoice and may involve investment risk including possible loss of principal. FedChoice 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.