Investing from Checking
InvestiFi seamlessly embeds digital investing into your Fiserv banking platform, enabling account holders to invest directly from their checking accounts. With self-directed and Guided Investing all available within a secure, familiar digital banking experience, institutions can retain deposits, attract new account holders, and deepen relationships.
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Seamless Integration
InvestiFi’s integration into existing online banking interfaces allows users to manage investments without leaving the trusted environment of their financial institution. This direct connection eliminates friction and makes digital investing more accessible to the average consumer.
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Comprehensive Offerings
The wide array of investments (stocks, ETFs, guided portfolios, stablecoins, and cryptocurrencies) all within one platform sets InvestiFi apart. It’s “one-stop shopping” for a modern, diversified financial ecosystem.
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Educational Focus
InvestiFi equips users with easy-to-understand resources on investing, including digital assets, alternatives, and cryptocurrency. This empowers everyday investors to build their investing knowledge while fostering trust between users and financial institutions by providing credible educational insight.
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Democratized Investing
InvestiFi is breaking down barriers to entry and democratizing access to financial markets. By offering simple strategies and low fees, we open the doors of investing to everyday individuals across all income levels.
InvestiFi: Empowering Financial Institutions and Investors Alike
InvestiFi transforms community banks and credit unions into all-in-one digital investing platforms. By embedding investing directly into the Fiserv digital banking experience, account holders can invest from their existing accounts—helping institutions retain deposits and strengthen customer relationships.
How It Works
InvestiFi integrates seamlessly into your financial institution’s digital infrastructure, enabling users to access investing tools within a secure environment. Built for compliance, scalability, and user experience, the platform also includes accessible financial education resources.
Who We Serve
InvestiFi is purpose-built for credit unions and community banks seeking to compete with fintechs and retain account holder relationships. It supports both new and experienced investors with intuitive tools and robust capabilities.
Why InvestiFi
By enabling investing directly within existing accounts, InvestiFi reduces asset outflow and returns proceeds to the institution. The result: increased retention, new account growth, and a stronger, more comprehensive digital banking experience—all within a unified platform.
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- 2026.2
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