PenFed Credit Union Partners with InvestiFi to Bring Embedded Investing to Members

PenFed Credit Union, one of the nation’s largest credit unions, has partnered with InvestiFi, a leading provider of digital investment solutions for financial institutions.

This partnership brings embedded investing capabilities to nearly 2.8 million members directly through PenFed’s mobile and online banking platforms.

Key benefits to PenFed members include:

Robust Resources – self-directed securities investing, a Guided Investing robo-advisory service, and comprehensive financial education resources.

Seamless Experience – funding investments directly from existing checking accounts and viewing balances within digital banking, eliminating the need for external logins or fragmented workflows.

By keeping investing on-platform, PenFed can reduce deposit outflows, increase engagement, and continue to deepen the member relationship as a trusted partner.