Summit Choice Credit Union, a nonprofit member-owned financial institution based in Indiana, has joined forces with InvestiFi, a digital investment solutions provider for community financial institutions, to bring integrated investing capabilities to its members through its existing digital banking platform.
Through the partnership, Summit Choice’s 11,354 members will be able to invest in stocks, ETFs, and digital assets directly from their checking accounts. The integration sits within the credit union’s current online and mobile banking platforms.
Alongside direct investment access, members will gain entry to a suite of financial education resources and a Guided Investing tool designed to build personalised portfolios based on individual risk tolerance.
Summit Choice president and CEO Siane Scherer said, “We’re proud to partner with InvestiFi to bring a fully integrated investing experience to our members. This solution allows them to seamlessly invest directly from their credit union accounts, supported by intuitive tools and educational resources that encourage confident, well-informed decisions. By connecting investing to the accounts they already trust, members can take the next step in their financial journey within a familiar and secure environment.”
InvestiFi CEO Kian Sarreshteh said, “We are delighted to be partnering with Summit Choice. By seamlessly integrating digital investing solutions directly into Summit Choice’s existing digital banking platform, we are helping them strengthen the crucial foundation of member trust. This integration has the ability to not only enhance member retention, but also improve the overall digital banking experience, making sophisticated financial tools more accessible and intuitive for everyone.
“At InvestiFi, we take immense pride in providing integrated digital investing options that are specifically designed for the unique needs of community financial institutions. In today’s landscape, we continue to see third-party investment platforms, many of which lack the robust oversight and integrated security of established financial institutions. Our technology provides the members of Summit Choice access to state-of-the-art investing capabilities within a trusted, familiar, and supportive environment, directly through their existing digital channels.”
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