EasyVest

Interested in building wealth through investments but not sure where to start? GLCU is making it simple, with the launch of EasyVest, a robo-advisor that provides tailored and data-driven investment guidance – now available through GLCU online and mobile banking!

With EasyVest, members who have a share or checking account balance greater than $200* can now open an investment account at GLCU.  Start investing with as little as a $200 initial deposit. It’s a great option for new investors just starting out, or those looking for an addition to their existing investments. Once your initial investment is set up, additional investments can be as low as $1.

Here’s how it works:

• Members can open an investment account in just minutes — no documentation required
• EasyVest assesses members’ timeframe, risk appetite, income, and investment goals to suggest the right portfolio for them
• EasyVest provides an array of low-cost, broad index Exchange-Traded Funds (ETF) portfolios**
• EasyVest features an intuitive dashboard and the ability to set up recurring transfers, making it simple for members to set up investments and let the technology do the hard work for them
• Members can set up automatic transfers between accounts, view balances, make adjustments to the time horizon or investment objectives, and more

Log into Mobile or Online Banking today to get started!  Follow along with the step-by-step wizard for easy account set up.