Securities

Investing Made Simple

Self-Directed & Guided Investing powered by InvestiFi!

✅ Trade stocks & ETFs
✅ Start with as little as $1
✅ No purchase fees
✅ Move funds in near real time

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Choose Your Investing Style

Need a little help and guidance in what securities to select? We have you covered with Guided Investing. Prefer to manage everything on your own? Go the Self-Directed route.

📊 Self-Directed Investing

Choose Your Investments
Trade a curated selection of exchange-listed stocks and ETFs with advanced charting and real-time market data.

Low Cost

  • Zero commissions
  • No fees on purchases

Own Shares
Invest in companies you believe in—each share represents ownership.

Act Fast
Near real-time order execution helps you respond quickly to market changes.

🤖 Guided Investing

Built for You
Your portfolio is customized based on:

  • Risk tolerance
  • Financial goals
  • Preferences

Automatic Management

  • Quarterly rebalancing
  • Automated trades for deposits & withdrawals

Stay Aligned
Your investments are continuously monitored to keep you on track.

💬 Need Assistance?

📧 support@investifisecurities.com
☎️ 888-255-2740
🕘 9:00 AM – 8:00 PM EST (Business Days)
🤔 Frequently Asked Questions

✅ Start Investing with Confidence

Whether you prefer hands-on trading or guided portfolio management, SOCU and InvestiFi make it simple to get started.
Login to SOCU Online Banking and select Invesments to get started!

Risk Considerations & Market Volatility - Investments are not insured by the NCUA, and returns are not guaranteed.

Privacy & Regulatory Notices - All transactions and accounts follow strict SEC and FINRA regulations.

Available for Peronal Accounts 18 and over.
Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. AdvisiFi is a wholly-owned subsidiary of InvestiFi Inc (“InvestiFi”). Brokerage services are provided by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC. Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. Brokerage and advisory accounts are not held with the financial institution and are held with AdvisiFi, InvestiFi Securities, and RQD, respectively. You may check the background of these firms by visiting FINRA’s BrokerCheck. Cash and securities offered by InvestiFi Securities and held by RQD are (1) not insured by the FDIC, NCUA or other government agency, or by any private insurance offered in lieu of FDIC or NCUA coverage, (2) not guaranteed, (3) not financial institution deposits or obligations, and (4) may lose value. Please visit [InvestiFi.com/legal] for applicable terms, conditions and important disclosures.

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