FORT WAYNE, Ind.—Summit Choice Credit Union said it has partnered with InvestiFi to allow members to invest directly from their checking accounts through the credit union’s existing digital banking platform, as more credit unions look to keep investment relationships inside their own digital ecosystems instead of losing them to outside fintech platforms.
Under the partnership, InvestiFi will integrate its suite of digital investing tools into Summit Choice’s online and mobile banking channels, enabling members to buy stocks, ETFs and cryptocurrencies directly from their checking accounts. The platform will also provide financial education resources and a Guided Investing tool designed to help members build portfolios based on individual risk tolerance.
Founded in 1933, Summit Choice Credit Union serves more than 11,000 members through six branches in Fort Wayne and New Haven, Ind. The credit union serves a range of local employer groups, including area fire departments, law enforcement agencies and the City of Fort Wayne, along with more than 360 business partner groups and their families.
“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,” said Siane Scherer, president and CEO of Summit Choice Credit Union.
“This partnership is a natural extension of our mission to transform lives in our community by providing financial wellness for all. We believe access to investing should be approachable, understandable, and available to every member—not just a select few. By combining personalized guidance with accessible technology, we’re helping remove barriers and create new opportunities for long-term financial growth,” Scherer added. "At its core, this is about more than adding a new service—it’s about empowering our members with the knowledge, confidence, and tools they need to build stronger financial futures. As our members succeed, our entire community grows stronger, and that is the impact we strive to make every day.”
“We are delighted to be partnering with Summit Choice," stated Kian Sarreshteh, CEO of InvestiFi. “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," added Sarreshteh.