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Members can buy and sell stocks and ETFs without downloading extra apps.
InvestiFi connects your checking or savings account directly to the market, so your money can move seamlessly without the wait or hassle of complicated transfers. It’s a simple, more connected way to spend, save, and invest—all in one place.
Access InvestiFi online! - Go to: “Personal Investment Portal”
Access InvestiFi on your phone! -Go to: “Personal Investment Portal”
Enjoy a simple, stress-free way to explore investing—on your terms and at your own pace. The Investment Portal gives you the flexibility to decide whether investing is right for you, with an easy, convenient experience from start to finish. It is an easy-to-use experience designed to make investing feel more approachable. There is no pressure to invest, and the choice is always yours.
Take an active role in your financial future with tools and information to help you make informed choices
Connect Instantly: No outside apps or long wait times. With funds already in your Panhandle Credit Union checking or savings account, you can start investing right away. Your money moves as quickly and seamlessly as the market does.
Build Your Strategy: Invest with confidence using easy-to-use tools designed for every experience level. Whether you’re focused on long-term goals or exploring new opportunities, you can create and adjust a portfolio that reflects your goals, preferences, and comfort with risk.
Manage It All in One Place: Get a clear view of your financial life from one secure dashboard. See your investments alongside your checking, savings, and loans—all with one convenient login. It’s a simpler, more connected way to stay on top of your money and take control of your financial future.
Invest with Confidence: Your financial security matters. Enjoy a trusted, secure investing experience backed by the protection and peace of mind you expect from your credit union. Strong security measures protect your information and accounts so that you can focus on your goals with confidence.
Move beyond banking and start building your investment portfolio in seconds—all using the balance you already have in your checking or savings account. InvestiFi’s digital investing portal makes investing approachable at every experience level, with professional-grade tools, educational resources, and a Guided Investing option to help you invest with your personal goals in mind.
Whether you’re making your first $1 investment or building toward your long-term financial future, InvestiFi puts the tools, flexibility, and control in your hands—so you can feel confident taking the next step in your wealth-building journey.
We're here to help, wherever you are on your financial journey.
The accuracy of this calculator and its applicability to your circumstances are not guaranteed. Please discuss with a PCU professional before making product purchases or loan commitments based on the results of our website calculator.
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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 Panhandle 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 Panhandle 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 Panhandle 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.
InvestiFi Terms and Conditions