Securities + Crypto – BitGo

Invest where you bank, user-friendly, secure, and built for you.

Start investing directly from your checking account and keep your finances in one place.

We’ve partnered with InvestiFi to provide you with a new investment portal and a straightforward, secure way to start building a portfolio to pursue your financial goals, all within your existing online banking experience. You can buy, sell, and hold cryptocurrencies, stocks, and ETFs with no additional apps to download.

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Why invest through InvestiFi?

  • Investing from Checking makes it efficient to put your money to work for you, no need to transfer funds to a third party or wait for money to settle. This gives you immediate access to your funds for investment opportunities.
  • Utilize a secure platform to buy and sell and manage your portfolio.
  • The platform is designed for investors at many knowledge levels and offers a straightforward entry point to start building a portfolio tailored to your individual risk tolerance and personal goals. Whether you’re building a nest egg or just exploring investing for the first time, InvestiFi provides a smart, supportive way to begin.
  • Investing through InvestiFi from within the Bridge Credit Union digital banking environment 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 clear and straightforward, no matter whether you’re a seasoned portfolio builder or just starting out.
  • Get a portfolio aligned to your needs and preferences with the Guided Investing feature.

Get Started Investing in 4 Simple Steps

  1. Access the Platform: From the Digital Banking home screen, click on Bridge Credit Union (whatever our custom name is) and choose the investment type you want to buy, or navigate to the asset’s details page and invest from there.

  2. Select Account & Amount: Select the account you want to use for the transaction, then enter your investment amount in dollar amount or in shares.

  3. Review & Confirm: Click Preview Buy to see how many shares you’ll receive, then click Confirm to submit your order.

  4. Order Execution: Once your order is processed and executed, your checking account will be debited and your investment account will be credited with the shares. Start with as little as $1 for trading stocks and ETFs or start at $6 for cryptocurrencies.

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Have any Questions about InvestFi?

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 Online 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 trading the coins or securities of your choice are waiting for you.

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.

Bridge Credit Union has partnered with InvestiFi to integrate its digital investing platform into our Online 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.

No. Only account holders 18 or older and in good standing with the financial institution can buy, sell, or hold assets. Commercial accounts are not supported.

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 automated and manual security controls, vulnerability assessments, and ongoing monitoring
  • Employee training for all staff on employing best practices when handling customer data

No. The new investing portal is included as a benefit to create access to investment assets for the people Bridge Credit Union serves. For the rest of your investing needs, please continue to access the Bridge Credit Union investment tool.

Available for Personal Accounts 18 and over. 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. Digital assets (cryptocurrencies) are made available and held in a digital asset wallet operated by BitGo Bank & Trust, National Association (“BitGo”), not Bridge Credit Union, InvestiFi, or its affiliates. BitGo is a separate entity from, and not an affiliate of, Bridge Credit Union or InvestiFi. Digital assets are (1) not federally or privately insured; (2) not obligations of Bridge Credit Union or BitGo; (3) not guaranteed by Bridge Credit Union or BitGo; (4) heavily speculative and volatile; (5) may have associated fees; (6) may not allow member / account holder recourse; and (7) offered by a third party.

Bridge Credit Union may receive compensation from your purchase of digital assets. Digital assets (i.e., cryptocurrencies) held in your digital asset wallet operated by BitGo (i.e. Crypto) are not insured by any government or private entities, including, but not limited to, FDIC, NCUA or ASI/ESI. Wallet-to-wallet transfers of your digital assets (i.e. Cryptocurrencies) are supported only if enabled by Bridge Credit Union. You should carefully consider whether buying or holding digital assets is suitable for you, given your financial situation. Digital assets are not obligations of Bridge Credit Union or BitGo and are not guaranteed by Bridge Credit Union or BitGo.