EasyVest™
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!
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EasyVest allows you to open a brokerage account with a joint owner. During enrollment, you can enter the email address of the joint user and an email will be sent to invite the user to enroll. The joint owner must also be a member of SharePoint Credit Union.
Please contact us at InvestSupport@AccessSoftek.com for assistance.
Inside the EasyVest product, you will find a Chatbot that is available throughout the product, whether you have an investment or not. The Chatbot can answer most investor questions and is frequently updated to support any new questions that it was previously unable to handle. In addition, Access Softek's team of client service specialists are available via email at InvestSupport@AccessSoftek.com. General requests are typically answered within one business day, but some requests require significant research that may delay the response to you.
EasyVest does not currently support company, partnership or LLC investment accounts.
Currently, EasyVest only supports a single investment account for each membership.
If, at any point, you would like to close your EasyVest account, please contact the team by email at InvestSupport@AccessSoftek.com. You will be charged for any remaining fees if your account is closed before the billing cycle ends. All recurring and/or scheduled deposits and withdrawals will be cancelled. Processing may be delayed up to one full business day to accommodate possible ACH transfers.
The final balance from your closed account will be transferred back to your SharePoint CU account by ACH deposit, which may take up to 3-5 business days. You may not close your account until it has been open for at least 30 days.
DriveWealth, which provides brokerage services through EasyVest to SharePoint CU members, is an SEC-registered broker-dealer and a member of FINRA/SIPC, a regulator for all securities firms doing business in the United States.
Your investment account is not protected against loss by any insurances. Accounts at DriveWealth, LLC, are insured by the Securities Investor Protection Coporation, which protects investment accounts should DriveWealth experience financial difficulty. However, SIPC insurance does not protect your account against loss caused by market decline.
Yes, you can set up an automatically recurring transfer. Our maximum recurring transfer amount is $5,000. Funding frequency options for recurring transfer are:
- The second Monday of a month
- 15th of every month
- First day of a month
- Daily (every business day)
- At the beginning of each calendar quarter
Automated investment management is a data-driven, algorithmic approach to investing. By understanding hings about an investor, like their financial goals and risk tolerance, the automated system is able to process and analyze significant amounts of data in real time to make frequent enhancements to an investor's portfolio. This helps ensure that all money invested in the portfolio is being put to the best possible use according to the investor's profile.
When using EasyVest, you create an investment account that invests in securities. Your account is not a SharePoint Credit Union share. The investment account is held at DriveWealth, LLC, a securities brokerage firm that is not associated with SharePoint CU. The account is managed by Access Softek Advisory Services, LLC, which is also not affiliated with SharePoint CU.
Rebalancing is the practice of moving funds between exchange traded funds (ETFs) over time to align the overall investment strategy with a member's financial goals. Each EFT is a diversified investment that changes over time. As EFTs change, they may become more or less aligned with an investor's financial desire. When that happens, money is moved around to ensure it is being invested most appropriately. Rebalancing is done monthly.
As with any investment, there is a risk that you may lose your investment. Should the market value of your account decline, your account may lose value. However, portfolios managed within an EasyVest account are rebalanced monthly to maintain the level of risk that aligns with your goals.
There is an account management fee charged. It is based on a percentage, 0.6% per year (0.15% per quarter), the value of your investments. This fee is subject to a minimum fee of $.50 per quarter.
The minimum initial deposit required is $200. Once you open your account, you must maintain a balance of at least $200.
*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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