Day Air Credit Union has announced a strategic partnership with InvestiFi to deliver a fully embedded digital investing experience to its 54,000 members.
Through the partnership, Day Air will integrate InvestiFi’s InvestTech platform directly into its online banking environment, enabling members to trade and invest directly from their deposit accounts. The rollout includes guided investing tools, self-directed trading capabilities and access to digital assets — all within the credit union’s secure ecosystem.
Headquartered in Montgomery County, Day Air Credit Union serves businesses and residents across the Miami Valley in southwest Ohio. The not-for-profit financial cooperative manages more than $870 million in assets and provides members access to over 30,000 surcharge-free ATMs and more than 5,900 shared branches nationwide.
As part of the integration, members will gain access to InvestiFi’s “Investing from Checking” solution, designed to eliminate the need for third-party brokerage apps.
“The addition of InvestiFi’s Investing from Checking solutions as part of our offering will allow our members to invest digitally within a secure environment. The added support of InvestiFi’s financial education materials will help our members confidently contribute to their portfolios as they start investing,” said John David Theobald, President of Day Air Credit Union.
“Third-party investing apps are putting our members at risk by offering them access to investments with little support or financial education. With InvestiFi, we’ve eliminated our members’ need to venture elsewhere, allowing them to invest in crypto, stocks, and ETFs within their trusted institution.”
The platform will offer both Guided Investing — a robo-advisory solution that generates personalised portfolios based on members’ risk tolerance and preferences — and a self-directed option. Members will be able to trade more than 6,500 stocks and ETFs, along with access to over 25 cryptocurrencies and stablecoins. In addition, exclusive financial education materials will be available to support informed investment decisions.
Kian Sarreshteh, CEO of InvestiFi, said the partnership reflects a broader shift among community financial institutions seeking to retain members amid rising competition from fintech platforms.
“We are excited to be partnering with one of Miami Valley’s leading community financial institutions and to support its members as they grow their digital investing portfolios.
“Many credit unions are suffering from declining retention due to third-party digital investing providers that do not have their members’ best interests at heart. By offering digital investing directly from checking accounts, we seek to strengthen Day Air’s member retention and attract new members with our guided investing offerings, which will be embedded in Day Air’s online banking platform.”
“Crypto investment continues to surge in the U.S., and with the addition of stablecoins, there has never been a more critical time for community financial institutions to adopt digital investing solutions for their members. At InvestiFi, we aim to support Day Air in its mission to provide members with a better banking experience and help them achieve their financial goals.”
The move underscores a growing trend among regional credit unions to embed investment services directly within digital banking platforms, positioning themselves as full-service financial hubs while strengthening member engagement and retention.
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