EasyVest is an ideal solution for FAIRWINDS members who are newer to investing, are wanting to invest in smaller amounts, or are looking for investment options through a robo-advisor.
EasyVest is simple.
Your EasyVest profile and account can be set up in minutes and for as little as $200. Then, after answering a few basic questions about yourself and your financial goals, a recommended and custom investment strategy will be provided to you.
Your recommended investment strategy is created using EasyVest’s automated robo/digital advisor that constantly processes and analyzes live market data, helping to optimize your portfolio based on your goals.
EasyVest* is available through your FAIRWINDS Online or Mobile Banking account. Simply log in and select the option EasyVest in the Journey to Financial Freedom > Investments menu (FAIRWINDS Online) or More > Journey to Financial Freedom > Investments menu (FAIRWINDS Mobile App).
*Non-deposit investment products are not NCUA / NCUSIF / FDIC or otherwise federally insured, are not guarantees or obligations of FAIRWINDS, and may involve investment risk including possible loss of principal. FAIRWINDS 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.