Guided Investing

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Guided Investing

Welcome to Guided Investing

An easy investing solution you can set up in only 5 minutes!

Guided Investing is a digital tool offered by Wealth Management by CommunityAmerica. By answering just a few questions, you'll get an investment portfolio tailored to your risk tolerance, time horizon and financial goals.

 

Only $200 is needed to start investing, plus, earn a $50 cash bonus on us. See offer details.

 

Start Investing


Not a member? Learn more.

Benefits of Guided Investing

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Convenient

Bank, save and invest with 24/7 access to your investment portfolio in your online banking and mobile app.
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Professionally Managed

Diverse portfolios that are automatically rebalanced to help you stay in line with your financial goals.
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Affordable

Open your Guided Investing account with as little as $200 and pay only 0.25% on assets under management.

Which Investment Path is Right for You?

Learn the features and benefits of Guided Investing versus a Wealth Advisor to understand which one may be the right fit for your investment needs.

Guided
Investing

A digital tool that manages your investments based on risk and time preferences.

Start Investing

Guided Investing is a great investment option if you're looking to:

  • Invest now in a simplified way
  • Start small with a lower cost alternative
  • Set it and forget it
  • Get a jumpstart to invest on your own
Learn More

Wealth
Advisor

A one-on-one relationship with an advisor who provides a comprehensive financial plan.
Find an Advisor

A Wealth Advisor is a great investment option if you're looking for:


  • Professional, one-on-one investment advisor
  • A personalized service approach
  • Specialized advice with fees that vary by product
  • Recommendations for a stable investment
Learn More
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New to CommunityAmerica?

The first step in your Guided Investing journey is to become a CommunityAmerica member! To become a member, you will need to open a Savings account.

 

Once a member, enroll in Online Banking. Then you'll have access to the Guided Investing application via Online Banking or Mobile App to tell us a bit about yourself, your investment preferences and fund your Guided Investing account. We’ll take it from there!

 

Start Your Membership

 

Already a member? Start your Guided Investing journey here.

Frequently Asked Questions

List of all Frequently Asked Questions

Guided Investing is an investment advisory service offered by Copper Financial Network, LLC (“Copper Financial”), an SEC registered investment adviser. Brokerage services for Guided Investing are offered by Copper Financial, member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”). Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers.  

 

See the Guided Investing Wrap Fee Program Fee Brochure for a full discussion of all associated fees and expenses. Account minimums and fees for products available through a Wealth Advisor vary by product. Please speak with a Wealth Advisor for detailed information.


All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee or indication of future performance. For additional information on Copper Financial and Guided Investing please see our Customer Relationship Summary, Guided Investing Wrap Fee Program Brochure, and our Guided Investing Disclosures.

 

If you have questions about Guided Investing, please contact us at [email protected] or 833.542.6509.

Investment products offered by Copper Financial:

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Obligations of or Guaranteed by the Credit Union

May Lose Value

 

The terms “mobile app” or “app” refer to the CommunityAmerica online banking application.