Investing Just Got Easier
Bank. Invest. Grow. All in one app.
DIY Investing Tools
Invest Where You Bank
We’ve partnered with InvestiFi* to provide you a new investment portal and a straightforward, secure way to start building an investment portfolio to pursue your financial goals — all within your existing online and mobile banking experience! You can buy, sell, and hold stocks and exchange-traded funds (ETFs) with no additional apps to download.
Why Invest Through InvestiFi?
- Put your money to work by simply investing from your checking or savings account — no need to transfer funds to a third party or wait for money to clear. This gives you direct access to your funds for investment opportunities.
- Utilize a secure platform to buy, sell, and manage your portfolio.
- Start building your portfolio with as little as $1. Our investment platform is for investors of many knowledge levels and tailored to your individual goals.
How Do I Get Started With InvestiFi?
- Investing through InvestiFi from within Northwest digital banking allows you to manage your accounts — checking, savings, loans, credit cards, and now investments — in one place, giving you a more complete and convenient way to take control of your financial future.
- Our commitment to supporting your financial goals means the investing tool includes educational resources designed to make the process more clear and straightforward, no matter whether you're a seasoned portfolio builder or just starting out.
- Get a portfolio aligned with your needs and preferences with the Guided Investing feature.
FAQs
Digital investing means having the power to shape your financial future right at your fingertips. Because the InvestiFi digital investing platform is available within your Northwest online and mobile banking experience, it’s never been more accessible to secure your place in the markets. Whether you’re using a desktop, laptop, or mobile device, the user-friendly tools for acquiring the securities of your choice are waiting for you. Simply access InvestiFi from the “Investment Center” tab in online/mobile banking to get started.
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.
Northwest has partnered with InvestiFi to integrate its digital investing platform into our online and mobile 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. Simply click on the “Investment Center” tab in online/mobile banking to get started.
No. Only account holders over the age of 18 and in good standing with the financial institution can buy, sell, or hold assets. Commercial accounts and trust 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
Yes. InvestiFi offers additional FAQs, along with written and video learning modules on a variety of topics, to help you understand the essentials of self-investing, guided investing, and more. These beginner-friendly resources explain how your portfolio is built and managed, giving you the knowledge you need to invest with confidence.
*Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. AdvisiFi is a wholly-owned subsidiary of InvestiFi Inc (“InvestiFi”). Brokerage services are provided by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC. Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. Brokerage and advisory accounts are not held with the financial institution and are held with AdvisiFi, InvestiFi Securities, and RQD, respectively. You may check the background of these firms by visiting FINRA’s BrokerCheck. Cash and securities offered by InvestiFi Securities and held by RQD are (1) not insured by the FDIC, NCUA or other government agency, or by any private insurance offered in lieu of FDIC or NCUA coverage, (2) not guaranteed, (3) not financial institution deposits or obligations, and (4) may lose value.