Who can I contact if I have questions about Guided Investing?
You can contact our Digital Wealth Team at [email protected] or 833.605.6681.
What are the fees/costs associated with Guided Investing? (e.g., management fees)
There is a .25% annual management fee for assets under management. For example, if you have an account balance of $10,000, your management fee would be roughly $25 per [...]
What is the initial minimum investment required to open a Guided Investing account?
The minimum required investment to open a Guided Investing account is $200.
How do I fund the account?
After opening your Guided Investing account, you can transfer funds to any desired account using our integration with Plaid.
What kinds of investment accounts are available?
You can open Taxable Individual and/or Joint accounts; the investments in these types of accounts can be used for any reason. Tax-advantaged Traditional and Roth IRAs are also available [...]
Who is eligible to invest through Guided Investing?
To open a Guided Investing account, you must be at least 18 years of age and a U.S. Citizen. You must also be an existing credit union member. [...]
What is Guided Investing and how does it work?
Guided Investing is an automated digital tool that professionally manages your investments based on your risk tolerance and time horizon to help you reach your financial goals. Based on [...]
