Smart money habits start here! Financial literacy meets practical application with our Rising Tide Youth Account and Greenlight Debit Card!
Learn More
Through our partnership with InvestiFi, managing your investments is now easier than ever. You can conveniently access and manage your investments right from PCU’s Online Banking or Mobile App—giving you more control, all in one place.
Whether you’re interested in trading individual stocks or looking for a simpler, more hands-off approach, InvestiFi has options to fit your needs. With Guided Investing, expert-designed portfolios are tailored to your financial goals and professionally managed with automatic rebalancing.
It’s a smarter, more convenient way to invest—so you can spend less time managing your portfolio and more time focused on what matters most.
Securities are regulated financial instruments that represent ownership, debt, or other financial rights and can be bought and sold. They include a wide range of investments, such as stocks, bonds, and derivatives.
Only equity securities are offered through InvestiFi’s platform. The descriptions above are intended to provide a general overview of different types of investments and their characteristics. As with any investment, all securities involve risk, including the potential loss of principal.
Stock trading—the buying and selling of shares of publicly traded companies—is one of the most common ways people invest in securities. When you purchase a share of stock, you become a partial owner of the company and may have a claim on a portion of its assets and profits. At the same time, stock investments come with risks, including market volatility and changes in economic conditions or the performance of the company.
If you’re interested in investing in stocks or other securities, you can explore the equity investment options available through InvestiFi’s online and mobile banking platform.
Equity securities represent ownership in a company through shares of stock. As owners, shareholders may participate in the company’s success through potential increases in value, revenue, or dividend payments.
Debt securities represent borrowed money and can be bought or sold under specific terms. Examples include government and corporate bonds, certificates of deposit (CDs), and collateralized securities.
Hybrid securities combine features of both equity and debt. Examples include convertible bonds and preferred shares, which may offer fixed returns while also having characteristics of ownership or other equity-like features.
Derivative securities are financial contracts whose value is based on the performance of an underlying asset, such as stocks, bonds, commodities, or currencies.
Asset-backed securities are investments backed by a pool of income-generating assets, such as mortgages, credit card balances, or loans. Investors receive the cash flows generated by these underlying assets.
Enjoy the stress free, simple and optional choice to invest. Investing in the portal is easy.
Convenient: Buy, sell, and hold stocks and ETFs all in one place with the InvestiFi Investment Portal—seamlessly accessible through Online Banking or the Mobile App.
Flexibile: Invest on your terms. With Self-Directed Investing, you can invest anywhere from $1 to $250,000 per transaction with no purchase fees. Prefer a little guidance? Guided Investing starts with as little as $20, with investments of up to $250,000 per transaction. And with fractional shares, you can own a piece of the companies you love without having to purchase a full share.
Secure: Fund your investments directly from your checking or savings account with near real-time transfers. By bringing your everyday banking and investing together, you can move money efficiently and be ready to act when opportunities in the market arise.
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.
Fill out our short form below and a PCU representative will be in touch.
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