Build Wealth the Way You Want

The minimum initial deposit required is $50. Once you open your account, you must maintain a balance of at least $200.

There is an account management fee of 0.6% per year of the value of your investments. The account management fee is subject to a minimum fee of $0.50 per month. This fee is charged the first day of each calendar month. Upon registering, you will be presented with the EasyVest fee schedule.

Upon registration, you’ll be asked questions to better understand your goals, aversion to risk, and retirement timeline. The “robo-advisor” will make an investment recommendation based on your results that will fund the account with your eligible Pathways deposit account. When using EasyVest, you create an investment account that invests in securities. Your account is not a Pathways share. The investment account is held at DriveWealth, LLC, a securities brokerage firm that is not associated with Pathways. The account is managed by Access Softek Advisory Services, LLC, which is also not affiliated with Pathways.

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.

DriveWealth, which provides brokerage services through EasyVest to Pathways 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. These funds are not insured by the NCUA or the FDIC, or any other insurance that protects against investment losses.

Reach out to our Member Services department. We’re here to help! Please note that Pathways associates do not have access to your EasyVest account information. You can also email EasyVest support specialists at investsupport@accesssoftek.com.