Frequently Asked Questions

Digital investing means having the power to help shape your financial future right at your fingertips. Because the InvestiFi digital investing platform is available within your Online Banking experience, it’s never been more accessible to explore the crypto markets. Whether you’re using a desktop, laptop, or mobile device, the user-friendly tools for trading the coins of your choice are waiting for you.

InvestiFi is a fintech company based in Delaware that was founded in 2020 with a goal of democratizing investing by enabling direct investing from an existing account. InvestiFi's investment advisory services are provided through AdvisiFi, LLC, a registered investment adviser wholly owned by InvestiFi. Brokerage services are provided by InvestiFi Securities LLC, a registered broker-dealer.

Great NorthWest FCU has partnered with InvestiFi to integrate its digital investing platform into our Online Banking experience. This allows you to access InvestiFi’s learning and investing tools directly from within your banking interface and to invest directly from your checking account without having to transfer money to a third-party app.

No. Only account holders over the age of 18 with an active checking account in good standing with Great NorthWest FCU can buy, sell, or hold assets. Commercial accounts are not supported. Account holders residing in TX, ID, or NY are unable to trade.

InvestiFi Inc. has achieved SOC 2 Compliance, an enterprise-grade best practices standard for protecting customers’ data.

Measures taken to achieve this designation include:
• Network and application layer penetration tests performed by industry leading security firms
• Continuous security control monitoring using the highest possible standards
• Data encryption for in-transit--using TLS--and at rest
• Secure software development through a variety of manual and automatic data security and vulnerability
• Employee training for all staff on employing best practices when handling customer data