Personalized Investment
Solutions
Self-directed or guided investment options using the lnvestiFi portal, only available within the Create CU app or online Banking. Start Investing with as little as $1!
Why Choose Create Credit Union's Investment Services?
Let’s work together to build a tailored strategy that fits your investing goals-whether you’re planning for education, retirement, or your family legacy.
Member-first philosophy – As a member owned credit union, we put your interests first. Your investments are managed by AdvisiFi with transparency, integrity, and without profit driven pressure. You choose: Guided Investing or Self-Directed Investing.
Integrated investment portal – Conveniently access the investment portal through your Create CU Mobile/Online Banking Account. Simply log in, create an account and explore the platform. When you’re ready to start investing, you can do it with as little as $1, using funds from your Create CU checking account.
Buy & Sell like a professional – As a Create Credit Union member, you have access to a variety of stocks and ETFs similarly found through major brokerages.
The Investment Solutions
Guided Investing
This option is an automated investment tool that recommends and manages a port folio based on your risk tolerance, financial goals, and preferences. It uses automated monitoring to rebalance your portfolio on a quarterly basis.
How Does Guided Investing Work?
Self-Directed Investing
This option lets you buy and sell stocks and Exchange Traded Funds (ETFs) directly from your checking account, giving you full control over your investments.
Education
Why Choose Create Credit Union's Investment Services?
Let’s work together to build a tailored strategy that fits your investing goals-whether you’re planning for education, retirement, or your family legacy.
Member-first philosophy – As a member owned credit union, we put your interests first. Your investments are managed by AdvisiFi with transparency, integrity, and without profit driven pressure. You choose: Guided Investing or Self-Directed Investing.
Integrated investment portal – Conveniently access the investment portal through your Create CU Mobile/Online Banking Account. Simply log in, create an account and explore the platform. When you’re ready to start investing, you can do it with as little as $1, using funds from your Create CU checking account.
Buy & Sell like a professional – As a Create Credit Union member, you have access to a variety of stocks and ETFs similarly found through major brokerages.
The Investment Solutions
Guided Investing
This option is an automated investment tool that recommends and manages a port folio based on your risk tolerance, financial goals, and preferences. It uses automated monitoring to rebalance your portfolio on a quarterly basis.
How Does Guided Investing Work?
Self-Directed Investing
This option lets you buy and sell stocks and Exchange Traded Funds (ETFs) directly from your checking account, giving you full control over your investments.
Education
How It Works
- Get to Know You The process begins with setting up your Securities Account- with questions to better understand your financial picture, timeline. and comfort with risk.
- Create a Tailored Plan You choose a Guided Investing or Self-Directed With Guided Investing, a personalized strategy will be built for you that fits your goals. income, and risk profile.
- Explore Assets Check out the stocks and ETFs available to buy and sell. You’ll enjoy online access and digital tools to monitor your investments.
- Trade, Monitor and Adjust! With as little as $1, you’re ready to start trading. The online portal also gives you access to market insights, and ongoing support to ensure your portfolio stays on course.
Ready When You Are
Connect to the Investment Portal through your Create Credit Union Online/Mobile Baking Account!
Start Investing
Not a member yet? Open your account today to start investing in your future.
Open an Account
How It Works
- Get to Know You The process begins with setting up your Securities Account- with questions to better understand your financial picture, timeline. and comfort with risk.
- Create a Tailored Plan You choose a Guided Investing or Self-Directed With Guided Investing, a personalized strategy will be built for you that fits your goals. income, and risk profile.
- Explore Assets Check out the stocks and ETFs available to buy and sell. You’ll enjoy online access and digital tools to monitor your investments.
- Trade, Monitor and Adjust! With as little as $1, you’re ready to start trading. The online portal also gives you access to market insights, and ongoing support to ensure your portfolio stays on course.
Ready When You Are
Connect to the Investment Portal through your Create Credit Union Online/Mobile Baking Account!
Start Investing
Not a member yet? Open your account today to start investing in your future.
Open an Account
Disclosures & Important Information
Risk Considerations & Market Volatility - Investments are not insured by ASI, and returns are not guaranteed.
Privacy & Regulatory Notices - All transactions and accounts follow strict SEC and FINRA regulations.
Available for Personal Accounts 18 and over.
Investment advisory services provided by AdvisiFi, LLC ("AdvisiFi"), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Securities and brokerage products offered by InvestiFi Securities LLC ("InvestiFi Securities") and RQD* Clearing LLC ("RQD"), SEC-registered broker-dealers and members FINRA/SIPC. AdvisiFi, InvestiFi Securities and RQD are not affiliates of Create Credit Union. The Financial Institution does not provide investment advisory or brokerage services, and nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products or to open an investment account.
Available for Personal Accounts 18 and over. Investment advisory services provided by AdvisiFi, LLC ("AdvisiFi"), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Securities and brokerage products offered by InvestiFi Securities LLC ("InvestiFi Securities") and RQD* Clearing LLC ("RQD"), SEC-registered broker-dealers and members FINRA/SIPC. AdvisiFi, InvestiFi Securities and RQD are not affiliates of Create Credit Union. The Financial Institution does not provide investment advisory or brokerage services, and nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products or to open an investment account.
Cash and securities held by RQD are (1) not insured by ASI, FDIC, NCUA or any government agency, (2) not guaranteed, (3) not Create Credit Union deposits or obligations, and (4) may lose value. Securities and investments offered by InvestiFi Securities involve risk, including possible loss of principal.
Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. Please visit InvestiFi.co/legal for applicable terms, conditions and important disclosures.
