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AltaOne's SMART INVESTING

Your money. Your investments. One app.

Start investing in your future, right from your AltaOne online or mobile banking. Get started with as little as $10.

  
    Investments offered through Eko Investments are not NCUA insured, are not deposits of AltaOne, are not guaranteed by the credit union, and may lose value.

How it works

It's as easy as 1-2-3.

  
    1

Log in to Smart Investing

Find Smart Investing in your AltaOne online banking dashboard or mobile app.

  
    2

Tell us your goals

Answer a few simple questions to help personalize your investment approach.

  
    3

Start investing

Choose a pre-built portfolio, a hybrid portfolio, or go self-directed and pick your own assets.

Manage your investments with confidence, from buying fractional shares and ETFs to tracking performance over time.

Why Smart Investing?

Building wealth does not have to be complicated. Smart Investing gives you flexibility and control, built right into your AltaOne mobile app and online banking.

Invest on your terms
New to investing or experienced, choose the level of guidance and control that fits you.
A seamless experience
•No new app to download
•One login with your AltaOne credentials
•Move money easily and securely between accounts
Accessible and affordable
•Start with as little as $10
•No account setup outside AltaOne digital banking
•Pre-built or hybrid portfolios tailored to your goals

Investment options

Choose the approach that fits you.

  
    Hybrid portfolios

A personalized portfolio with room to
customize.

  
    Pre-built portfolios

Diversified, professionally managed, and
ready to go.

  
    Self-directed investing

Full control to build your own portfolio of
stocks and ETFs.

Every option is available directly within AltaOne digital banking.

Empower your financial Future

See your investments right alongside your checking, savings, and other AltaOne accounts.

•Track and manage your investments in one place
•Set up recurring investments
•Rebalance portfolios over time
•Move money easily between accounts

Frequently asked questions

Log in to AltaOne digital banking and select Smart Investing to begin.
You can get started with just $10.
Yes. Choose self-directed investing or a hybrid portfolio you can customize.
Smart Investing helps tailor portfolios to your goals but does not provide personalized investment advice.