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EasyVest Automated Investment

The Future of Smart Investing

Navigating the world of investments can be overwhelming, but with First Service Credit Union's EasyVest tool, it doesn't have to be. We've crafted an intelligent automated investment manager, primed to help you transform your financial dreams into realities. Available in Digital Banking.

Why Choose EasyVest?

  • Simple and Accessible Investing

    Whether you're an investing novice or just looking for a smarter way to grow, EasyVest is your ally. Start your journey with just $200 and witness the transformation of your financial world.
  • Automated Market Intelligence

    EasyVest processes live market data relentlessly, ensuring your portfolio is optimized to the pulse of the market. As market conditions shift, EasyVest adapts, keeping your financial goals front and center.
  • Personalized Portfolio Strategy

    By answering a handful of questions, EasyVest crafts an investment blueprint tailored to your ambitions. And as your life evolves, EasyVest evolves with you, fine-tuning your strategy in real time.
Secure, Smart, Seamless

Your Investment Revolution Awaits

We remain dedicated to providing tools that empower our members' financial freedom. EasyVest epitomizes that commitment, offering a trusted avenue to venture into the world of investing confidently. Discover the world of smart investing with EasyVest now in Digital Banking.

EasyVest FAQs

You can access EasyVest within digital banking by:
  1. Navigate to the fifth option on the bottom right menu labeled “Menu”.
  2. Scroll down until you reach the “investments” section.
  3. Click on the second option in the menu, “EasyVest”.
You can enroll in EasyVest within digital banking by:
1. Navigate to the fifth option on the bottom right menu labeled “Menu”.
2. Scroll down until you reach the “investments” section.
3. Click on the second option in the menu, “EasyVest”.
Please note: to enroll in EasyVest you must have $200 or more in your account.
The minimum initial deposit required is $200. Once you open your account, you must maintain a balance of at least $200.

There is an account management service charge. It is based on a percentage, 0.6% per year (0.15% per quarter), of the value of your investments. This service charge is subject to a minimum service charge of $1.50 per quarter.

Your investment account is not protected against loss by any insurances. Accounts at DriveWealth, LLC, are insured by the Securities Investor Protection Corporation, which protects investment accounts should DriveWealth experience financial difficulty. However, SIPC insurance does not protect your account against loss caused by market decline.

DriveWealth, which provides brokerage services through EasyVest to First Service 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.

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.

  1. If you are not able to find what you need on FSCU.com, you may contact a client service specialist from Access Softek by email.
  2. Please direct your inquiry to [email protected]. You will also use this email address to change your address or update your contact information.
You can view your EasyVest Portfolio in digital banking by:
1. Navigating to the fifth option on the bottom right menu labeled “Menu”.
2. Scroll all the way down until you reach the “investments” section.
3. Click on the first option in the menu, “View My Investments”.
Currently, EasyVest only supports a single investment account for each membership.

EasyVest allows you to open a brokerage account with a joint owner. During enrollment, you can enter the email address of the joint user and an email will be sent to invite the user to enroll. The joint owner must also be a member of First Service to accept your invitation.

EasyVest does not currently support company, partnership, and LLC investment accounts.
You can do both in digital banking!
1. To make a mobile deposit, navigate to the third option on the bottom menu labeled “Deposit”.
2. Follow the directions on how to deposit your funds.

3. To withdraw funds, you will need to visit one of our 14 Houston-based branches, a shared branch, or visit one of our 85,000 ATMs nationwide. 

Rebalancing is the practice of moving funds between exchange traded funds (ETFs) over time to align the overall investment strategy with a member’s financial goals. Each ETF is a diversified investment that changes over time. As ETFs change, they may become more or less closely aligned with an investor’s financial desire. When that happens, money is moved around to ensure it is being invested most appropriately. Rebalancing is done monthly.

If, at any point, you would like to close your EasyVest account, please contact the team by email at [email protected]. You will be charged any remaining fees if your account is closed before the billing cycle ends. All recurring and/or scheduled deposits and withdrawals will be cancelled. Processing may be delayed up to one full business day to accommodate possible ACH transfers.

The final balance from your closed account will be transferred back to your First Service account by ACH deposit, which may take up to 3 – 5 business days. You may not close your account until it has been open for at least 30 days.