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Smartvest: Easy digital investing

Learn to invest, practice trading and get into the market today!

Log into Mobile Banking under Financial Planning to get started.

LOG IN FOR SMARTVEST
Smartvest Logo
Smartvest Logo

Smartvest: Easy digital investing

Learn to invest, practice trading and get into the market today!

Log into Mobile Banking under Financial Planning to get started.

LOG IN FOR SMARTVEST

Personalized trading tailored for any level of investor

Smartvest provides modern investing tools like no commission trading, practice simulations, and auto-investing into one cohesive experience. Select your trading goals to get personalized, guided strategies or hand pick specific stock selections and fractional shares. The choice is easy; the choice is yours. With just a few clicks, you’ll be ready to invest and watch the market.

Guided stock trading in real time

Start investing by using Achieva’s Mobile Banking. No more juggling external apps or worrying about whether your funds are safe. We’ve made it easy for our members to access Smartvest’s best features in the palm of their hands.

Bank conveniently and securely with our mobile app

Sign in securely with our mobile app.

Download it to your device** from the App Store, or get it on Google Play.

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Not a member yet? Get started now by visiting our membership page.

Select from two ways to invest

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Smartvest: INVEST account

You choose your own investments and build your investing portfolio at your pace.

  •    Trade stocks in real time, including fractional shares
  •    Handpick investment products tailored to your preferences
  •    No commissions
CHOOSE INVESTMENTS
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Smartvest: GOALS account

We build and manage an investing portfolio around the goals you want to accomplish.

  •    Receive personalized investment strategies based on your goals
  •    Enjoy automatic rebalancing 0.60% annual account management fee
SET GOALS
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Smartvest has included benefits for digital trading

Digital trading dashboard

Fractional Shares

You don’t need a huge lump sum to invest. Buy small portions of stocks and ETFs for as little as $5.

Practice Trading

If you’re new to investing or just want to test strategies, trade with virtual money in our practice trading environment before committing real funds.

Auto-Invest

Life can get busy. Let recuring contributions automatically build your portfolio over time.

Trusted Service

With Achieva’s member-focused approach, you’ll get the same care and guidance you’ve come to expect.

Learn, invest, and watch your wealth grow easily. Click to view additional Smartvest FAQS.

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These services are being offered through Tapp Engine or its affiliates, which are separate entities from, and not affiliates of, Achieva Credit Union. Self-directed function offered through Tapp Engine Securities and Goals TE Advisors. Achieva Credit Union is not registered as a broker-dealer or investment advisor. Investments made through Smartvest are not credit union deposits/obligations and are not insured by the NCUA nor are they guaranteed by the credit union. Subject to risk and may lose value. See terms and conditions for more information.