Life comes fast. Accelerate your investing access

Digital Investing now available inside Online & Mobile Banking

Invest faster right from your checking account.

Invest directly in securities and cryptocurrency through the InvestiFi platform in SouthPoint’s Online & Mobile Banking, without moving money to an outside app or waiting for funds to transfer.

Why use the Digital Investing Portal*?

Invest faster—right from your checking account – Invest directly in securities and cryptocurrency without moving money to a third party or waiting for funds to settle. Your money stays connected to your SouthPoint checking account, so you can act quickly when opportunities arise.

Buy, sell, and manage investments securely – The Digital Investing Portal provides a secure, easy‑to‑use platform to buy, sell, and manage both securities and cryptocurrency all in one place.

Built for beginners and experienced investors alike – Whether you’re just getting started or fine‑tuning your strategy, the Digital Investing Portal meets you where you are. Start investing with as little as $1 and build a portfolio aligned with your risk tolerance and personal interests. Guided Investing offers a supportive way to grow confidence while you invest.

See your full financial picture in one place – By investing directly within SouthPoint Online Banking or the Mobile App, you can manage checking, savings, loans, and investments together giving you a clearer, more complete view of your financial life.

Education for every member – We’re committed to supporting your financial wellbeing. Educational resources are available to all members whether or not you open an investing account so you can learn, explore, and invest at your own pace.

Digital Investing with SouthPoint Financial CU

Your Easy Way to Explore Crypto

Curious about crypto? SouthPoint’s Digital Investing Portal* makes it easy to explore and manage cryptocurrency securely right within your online banking. Learn more about how it works.

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Self‑Directed Investing, Simplified

Looking to invest on your own terms? With SouthPoint’s Digital Investing Portal*, you can buy, sell, and hold stocks and ETFs with no additional apps needed to be download and no outside transfers required. Learn more about how it works.

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Disclosures

*Securities – Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an SEC-registered investment adviser. Brokerage services are provided by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC. Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. You may check the background of these firms by visiting FINRA’s BrokerCheck. Cash and securities offered by InvestiFi Securities and held by RQD are (1) not insured by the FDIC or NCUA or by any private insurance, (2) not guaranteed, (3) not financial institution deposits or obligations, and (4) may lose value. Crypto – Digital assets (cryptocurrencies) are made available and held in a digital wallet maintained by SAFE Trust Company, a Wyoming trust company, not the credit union or InvestiFi or its affiliates. SAFE is a separate entity from, and not an affiliate of SouthPoint Financial Credit union or InvestiFi. Digital assets are (1) not federally or privately insured; (2) not obligations of SouthPoint Financial Credit Union; (3) not guaranteed by SouthPoint Financial Credit Union; (4) heavily speculative and volatile; (5) may have associated fees; (6) may not allow member recourse; and (7) offered by a third party. SouthPoint Financial Credit Union may receive compensation from your purchase of digital assets. Digital assets (i.e. cryptocurrencies) held in your digital asset account with SAFE (i.e. Crypto account) are not insured by any government or private entities, including, but not limited to, NCUA or ASI/ESI. Your digital investing account does not support wallet-to-wallet transferring of your digital assets (i.e. Cryptocurrencies). You should carefully consider whether buying or holding digital assets is suitable for you in light of your financial situation. Digital assets are not obligations of SouthPoint Financial Credit union and are not guaranteed by SouthPoint Financial Credit Union.