Build wealth the way you want to with EasyVest from Pathways!
EasyVest is a easy-to-use and efficient tool for Pathways members who are newer to investing to invest in smaller amounts directly from their Online Banking interface, or are looking for investment options through a robo-advisor. Because it is an automated investment management tool, it automatically helps create and optimize investment opportunities for you, offering a secure investment option for anyone who is interested in building wealth but is not sure how to get started.
Simple, Accessible Investing in the palm of your hand.
EasyVest constantly processes and analyzes live market data to optimize your portfolio based on your goals. After answering a few basic questions about yourself, the platform will be able to better understand your financial hopes and goals. Then, EasyVest will tailor an investment strategy to help you achieve those goals and continuously optimize that strategy in real time.
Let’s get started!
Pathways members can get started within minutes. Start investing with as little as $50. All you have to do is log into Pathways Online Banking, click on the new accounts tab and select the EasyVest option. You will be asked a series of questions to help the platform understand what you’re hoping to achieve and create an investment strategy especially for you. That’s it!
Common Questions About EasyVest
The minimum initial deposit required is $50. Once you open your account, you must maintain a balance of at least $200.
There is an account management fee of 0.6% per year of the value of your investments. The account management fee is subject to a minimum fee of $0.50 per month. This fee is charged the first day of each calendar month. Upon registering, you will be presented with the EasyVest fee schedule.
Upon registration, you’ll be asked questions to better understand your goals, aversion to risk, and retirement timeline. The “robo-advisor” will make an investment recommendation based on your results that will fund the account with your eligible Pathways deposit account. When using EasyVest, you create an investment account that invests in securities. Your account is not a Pathways share. The investment account is held at DriveWealth, LLC, a securities brokerage firm that is not associated with Pathways. The account is managed by Access Softek Advisory Services, LLC, which is also not affiliated with Pathways.
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 a member’s goals.
DriveWealth, which provides brokerage services through EasyVest to Pathways 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. These funds are not insured by the NCUA or the FDIC, or any other insurance that protects against investment losses.
Reach out to our Member Services department. We’re here to help! Please note that Pathways associates do not have access to your EasyVest account information. You can also email EasyVest support specialists at investsupport@accesssoftek.com.
Disclosure: Non-deposit investment products are not NCUA / NCUSIF / FDIC or otherwise federally insured, are not guarantees or obligations of Pathways and may involve investment risk including possible loss of principal. Pathways 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.
