I would like to see BECU off a self guided stock investing option that links to my bank account, ideally with the ability to allocate a certain amount to the portfolio each month. This is the only thing I miss from Wells Fargo.
Thanks for sharing this with the community @jasongrimm! We are always looking for ways to help support our members with their financial goals - I am looking forward to seeing if this idea is interesting to others in the community!
@jasongrimm- We've got something in the works! Thanks for sharing and stay tuned for additional details on the functionality, hopefully early next year. Cheers, KristinA
@jasongrimm: Uh-oh. I believe it's been fixed and you should be able to access it now. Thanks for letting us know so that we could resolve it. Let me know if there's an issue getting into that idea. - @StaceyC
Thanks, I got onto it. Is that you in the picture? I have really enjoyed credit union membership so far, its a whole different paradigm. This forum, for example, is great.
@jasongrimm- Thanks for the feedback, we're looking forward to engaging with everyone in this forum! Glad Stacey was able to fix the issue yesterday.
It isn't either of us in the picture, but we do feature only members in our MIX pursuits and marketing campaigns. Keep exploring our new forum and cheers, KristinA
@jasongrimm- Thanks for the nudge, I've been working on getting a more formal update on the Digital Investment Accounts effort. I do know the timeline has slid to later this year, but let me see what I can find out to share back with the community. Cheers, KristinA
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