Automated Investing Made Simple with EasyVest

Dive into the world of investing with EasyVest, your partner in financial growth. At Pathways Financial Credit Union, we're committed to making investment opportunities accessible and manageable for everyone. EasyVest, our automated investment platform, is designed to help you begin your investment journey with confidence and ease. 1

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Why EasyVest is the Right Choice for You

Start Small, Dream Big

Begin investing with as little as $50. No matter your financial goal—be it saving for a new home, planning for retirement, or building wealth—EasyVest makes it possible.

Completely Digital

EasyVest simplifies your investment process. Our platform manages your investments by continuously analyzing market data to optimize your portfolio according to your goals.

Tailored to Your Needs

After a brief questionnaire about your financial objectives and preferences, EasyVest crafts a strategy that’s personalized just for you. This strategy adjusts dynamically to align with your evolving financial landscape.

How It Works

Join the many who have trusted Pathways Financial Credit Union to secure and advance their financial future. 

Follow these easy steps and begin your journey towards a profitable financial future. 


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 automated investment platform 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

Your Dreams, Our Mission. Start with EasyVest.

You will login to your Pathways online banking account and navigate to the "Automated Investing" tab to get started. We will guide you through the quick process.

Get Started

Routing # 244077093

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(614) 278-6152