What’s Your Investing Style?
Navy Federal Investment Services offers you choices for how you invest your money.
Digital Investor
Interested in a low-cost, online investing tool that offers you flexibility and support? Digital Investor can help simplify the investing process for you. Choose your own investments, pick a pre-built bundle or have a portfolio generated and managed for you automatically.
Financial Advisors
If you prefer a more personal touch, you can meet one-on-one with one of our financial advisors. They’ll provide investment guidance, recommendations for an investing strategy and personal portfolio management.
Compare Our Options to Choose
Which Works Best for You
Digital Investor
- 100% Online
- Do-it-yourself or automated investing
- 30-day free trial
- No minimum investment
Highlights:
- Have a portfolio automatically generated and managed for you
- Choose your own investments, which includes the option of using a pre-built bundle
- Integrates with Navy Federal Credit Union’s mobile app
- Get investing tips and resources to boost your skills
- Take advantage of Live Chat Help on weekdays, 8 am to 8 pm ET
Financial Advisors
- In-person or virtual options available
- Advisor-led investment guidance
- First consultation is complementary
- Investment minimums apply
Highlights:
- Financial advisor guidance and portfolio management, based on your goals and risk tolerance
- Customized dashboards to track your investments and progress
- Regular meetings to assess needs and adjustments
- Personal relationship with advisor, available via telephone, email or visit
How Does Digital Investor Work?
Investing Made Simple
Tips and Tools
Whether you’re just starting out or you’re an experienced investor, our educational resources can help you plan for financial success.