If you’ve been thinking about investing but aren’t sure where to begin, EasyVest can help you get started. With EasyVest, eligible members can begin online investing with as little as a $200 initial deposit, receive a personalized portfolio recommendation, and manage their account through online or mobile banking.
It’s designed to make investing feel approachable, especially for first-time investors or anyone looking for a convenient way to build on existing savings.
What Is EasyVest?
EasyVest provides customized, data-driven investment guidance that helps you build a portfolio based on your goals, timeline, financial situation, and preferences. The platform offers access to low-cost, broad index ETF portfolios and gives you an intuitive dashboard to monitor balances, set recurring transfers, and adjust as your goals evolve. Once your account is open, you can even make incremental investments of as little as $1.
Step-by-Step: How to Enroll in EasyVest
Step 1: Log In to Online or Mobile Banking
To begin, log in to your Great Lakes Credit Union online or mobile banking account. From there, navigate to EasyVest and select Get Started. This launches the enrollment experience and guides you through the rest of the process.
Step 2: Answer a Few Questions
Next, you’ll complete a short questionnaire to build your personalized investment profile. You’ll be asked about your goals, your investment timeline, your experience level, your preferences, and your overall financial situation. Based on your answers, EasyVest generates a tailored portfolio recommendation designed to align with your needs.
Step 3: Enter Your Personal Information
After reviewing your recommendation, you’ll move into account enrollment. This part of the process includes entering your personal information, completing onboarding and verification, and finalizing your account setup. Once everything is confirmed, you can fund your EasyVest account and take the first step toward putting your money to work.
Step 4: Use the EasyVest Dashboard
Once your account is open, the EasyVest dashboard makes it easy to manage and maintain your investments. You can view balances, monitor portfolio activity, set up recurring transfers, and adjust your time horizon or investment objectives as your financial goals change. The dashboard is designed to help you stay engaged without making investing feel overwhelming.
Why EasyVest Stands Out
For members who want a straightforward way to begin investing, EasyVest offers a practical combination of low barriers to entry and personalized guidance.
You can get started with a relatively small deposit, open an account in minutes with no documentation required during setup, and continue building your portfolio over time with small recurring contributions. It’s a flexible option for anyone who wants investing support built right into their everyday banking experience.
Start Building Your Wealth Today
Getting started with investing doesn’t have to be complicated. EasyVest is built to help you take the first step with confidence, whether you’re brand new to investing or looking for a convenient way to grow your money over time.
The information in this post is for educational and informational purposes only and does not constitute investment or financial advice. You should consult a licensed financial advisor before investing in any financial product or service.
Investments are not FDIC/NCUA insured. No bank or credit union guarantee. May lose value. Balances in EasyVest are not guaranteed to earn interest. Great Lakes Credit Union has partnered with Access Softek Advisory Services LLC and DriveWealth LLC, a SEC registered broker-dealer and member FINRA/SIPC.
