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Investing can be overwhelming. But now our members have an approachable solution with EasyVest! EasyVest offers a secure investment option for anyone who is interested in building wealth but unsure how to get started.

Why Choose EasyVest?

EasyVest is designed to make investing simple and accessible. For as little as $200, anyone can create a profile and start investing in just a few minutes. EasyVest is an automated investment management tool to better understand your financial hopes and goals. After answering a few basic questions about yourself, the platform will be able to better understand your goals. Then, EasyVest will tailor an investment strategy to help you achieve those goals and continuously optimize that strategy in real time. 

Getting Started

SharePoint Credit Union members can get started with EasyVest in minutes. All you have to do is log in to SharePoint's Internet Banking or Mobile Banking, navigate EasyVest, and select Get Started. You will be asked a few basic questions to help the platform understand what you're hoping to achieve and create an investment strategy specific for you. It's that easy!

learn more about internet banking


Download our FREE mobile app for your device below.

SharePoiint's Google Play App  SharePoint's App Store app


EasyVest FAQ

*Non-deposit investment products are not NCUA or otherwise federally insured, are not guarantees or obligations of SharePoint Credit Union, and may involve investment risk including possible loss of principal. SharePoint Credit Union 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.

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