Are you an Innovation Wealth client? Or maybe you’re wondering what Innovation Wealth even is! Innovation Wealth is a subsidiary of Innovation Federal Credit Union. They offer expert financial advice and ensure you have access to the highest quality of wealth management products and services in the industry.
If you’re already a client, you know that our experts take the time to create a personalized strategy for you that includes retirement, estate, education, and investment planning. Your plan will reflect your major life events, goals, and lifestyle because you have unique needs to consider.
The Innovation Wealth team also recognizes that you may want to invest in different ways. You might want to take a do-it-yourself approach. Perhaps you’d rather someone else manages your portfolio for you. Or maybe you want help from a professional to reach your financial goals. Let’s explore all three options.
Do it myself investing:
If you prefer to self-manage your investments, Qtrade Direct Investing™ is the best self-directed online brokerage according to Surviscor. Enjoy low commissions, outstanding service, and powerful tools all in an easy-to-use platform.
Do it for me automated investing:
Qtrade Guided Portfolios™ is an easy-to-use automated investment service that matches you to a professionally managed portfolio that fits your needs. You can watch your investments grow without having to manage your account or worry about your portfolio straying from your goals.
Help me invest:
Our Innovation Wealth team provides great value if you have many assets to consider or if you have more complex financial matters. When you require more comprehensive financial planning, it’s best to work with a professional who can get to know you, your financial situation, and can answer your questions whenever you need.
If you’re not an Innovation Wealth client just yet, we certainly encourage you to become one! If you are an Innovation Wealth client, however, we have some very exciting news. You can now view any personal Innovation Wealth account you have through Innovation’s online banking!
View all your Innovation Accounts in one place!
Introducing, our new Wealth Accounts feature in online banking! You can now link your Innovation Wealth Partner Accounts to your Innovation online banking. View your account balances, holdings, and transactions for:
- Aviso Wealth accounts
- Qtrade Direct Investing™ accounts
- Qtrade Guided Portfolios™ accounts
NOTE: The information you see will reflect the previous business day’s data.
No more multiple websites, logins, and passwords to remember. You can view every Innovation and personal Innovation Wealth account on one site. It’s our latest addition to our new digital banking platform.
How do I link my accounts?
Get started by logging into your Innovation online banking or your mobile banking app. Select Accounts > Wealth Accounts > Link Wealth Accounts. You’ll need your Client ID for your Innovation Wealth Partner Account which you can find on the top of your statement.
