Welcome to Guided Investing
An easy investing solution you can set up in only 5 minutes!
True Sky Investment Services has partnered with Copper Financial Network, LLC (“Copper Financial”) to provide Guided Investing, a digital tool designed to help you grow your wealth. By answering just a few questions, you’ll get an investment portfolio tailored to your risk tolerance, time horizon and financial goals. Only $200 is needed to open an account.
Benefits of Guided Investing
Set Up Your Account in Minutes!
STEP 1
Tell us about yourself
STEP 2
Fund your account
STEP 3
Let us do the work
Not a Member? Learn More
Frequently Asked Questions
A trusted contact is a person you appoint for us to contact if we need to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee or other holder of a power of attorney, or as otherwise permitted.
To add or change a trusted contact on an existing account, please email [email protected] or call 833.605.6681.
We’ll ask you a series of questions upon opening a Guided Investing account, such as income, net worth, and employment status. You will also complete a brief questionnaire to gather information regarding your financial situation, risk tolerance, and time horizon, which we will use to determine your recommended portfolio.
You will have the option to name a Trusted Contact for your account. If you choose to do so, you will be asked to provide contact information for that individual such as a phone number, email address and/or physical address.
Yes, you can have multiple investment accounts.
You can contact our Digital Wealth Team at [email protected] or 833.605.6681.
Accounts must maintain at least a $150 balance to remain eligible for a Guided Investing account. Withdrawal requests resulting in a balance of less than $150 will be prompted to either reduce the withdrawal amount or submit a full account balance withdrawal request.
To learn more about Copper Financial and its financial representatives, visit FINRA BrokerCheck.
There is a .25% annual management fee for assets under management. Please see our Brokerage Fee Schedule for information on account servicing and maintenance fees that will also apply to your account. The ETFs in your account are also subject to expenses charged by the manager of the ETFs. See the Guided Investing Wrap Fee Program Fee Brochure for a full discussion of all associated fees and expenses.
Investment and insurance products, including annuities: Are Not Deposits | Are Not NCUA or otherwise Federally Insured | Are Not Credit Union Guaranteed | May Lose Value
Securities and advisory services are offered through Copper Financial Network, LLC (“Copper Financial”), an SEC-registered investment adviser. Member FINRA/SIPC. True Sky Federal Credit Union (“True Sky”) has contracted with Copper Financial to make non-deposit investment products and services available to its members. True Sky and True Sky Investment Services are not broker-dealers or investment advisers and are not affiliated with Copper Financial.
All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee or indication of future performance.
Guided Investing is an investment advisory service offered by Copper Financial. For additional information on Guided Investing please see our Additional Disclosures.
Wealth Advisors are able to offer different advisory, securities, and insurance products. Account minimums and fees for products available through a Wealth Advisor vary by product.
Please review our Customer Relationship Summary for information on the products and services we offer and the nature of the relationship we have with our clients.
Copper Financial Network, LLC (“Copper Financial”) has an agreement with True Sky Federal Credit Union (“True Sky”) whereby Copper Financial offers investment products and services to members of True Sky that are referred to Copper Financial by True Sky. Copper Financial does not pay a referral fee to True Sky for referrals that lead to the opening of Guided Investing accounts. True Sky is not a client of Copper Financial.
The terms “mobile app” or “app” refer to the True Sky online banking application.
