EasyVest is a simple way to start investing.

Only people who have been First Tech members for at least 90 days may open an EasyVest account through First Tech. This service is not available on trust or business accounts.

The minimum initial deposit required to open an EasyVest investment account is $200.

Access Softek Advisory Services, LLC is the Investment Advisor for EasyVest accounts. Please email an Access Softek client service specialist at investsupport@accesssoftek.com or find the Chatbot in the lower righthand corner when viewing your EasyVest account.

Simply log into Online Banking or the First Tech App, go to the Investments menu option and select EasyVest to be transferred to EasyVest’s service. From there, you can find Portfolio Balance, Portfolio Performance, Total Earnings, and Holdings Details under the Portfolio Overview tab.

There is an investment account management fee of 0.45% per year (charged monthly by EasyVest) of the value of your investments. This fee is subject to a minimum of $1.00 per month. Note: First Tech receives a share of the advisory fee equal to 0.1% of the value of the investment account per year; Access Softek Advisory Services, LLC’s share is 0.35% of the value of the investment account per year.

Other fees, charged by EasyVest, may apply for certain transfer specific services, such as a $0.25 fee for each withdrawal to transfer funds from EasyVest to a First Tech savings or checking account; please see the Access Softek Advisory Services, LLC User Account Agreement for a list of EasyVest fees.

Yes, you can set up a recurring transfer (up to a maximum of $5,000) on a daily, bi-weekly, monthly or quarterly basis.

Robo-advisors use data-driven algorithms to determine what securities to buy and how much of each security to purchase. To make that determination, your objectives, timeline, risk tolerance and goals are used to recommend a portfolio. EasyVest is a robo-advisor investment service provided by Access Softek Advisory Services, LLC (a registered investment advisor) and DriveWealth LLC (a registered broker-dealer).

Please contact an Access Softek Representative at investsupport@accesssoftek.com to assist with these questions. 

As with any investment, there is a risk that you may lose your investment. Should the market value of your investment account decline, your investment account may lose value.

Your investment account is not insured by NCUA against loss. Investment accounts at DriveWealth LLC are insured by the Securities Investor Protection Corporation (SIPC), which protects investment accounts should DriveWealth experience financial difficulty. However, SIPC insurance does not protect your investment account against loss caused by market volatility.

This information is pulled from your linked First Tech savings or checking account. Any changes to your address or contact information can be made with First Tech, and such changes will sync up with your EasyVest investment account within a few business days.

If you want to close your investment account, please email investsupport@accesssoftek.com. If you chose to close your investment account before a billing cycle you will be charged the remaining fees. The final balance from your closed investment account will be transferred by ACH back to your First Tech checking or savings account, please allow 3-5 business days for the deposits to appear. 

You must maintain a First Tech Membership Share account and access to Digital Banking to access your EasyVest account through First Tech. If you decide to close your First Tech account, it is possible for the funds to stay invested, but you will be unable to access or manage the investment account through a First Tech digital channel. If that happens, you can email investsupport@accesssoftek.com to discuss options to liquidate the investment account and have funds transferred to the bank or credit union of your choosing.

If you wish to close all EasyVest and First Tech accounts and leave First Tech, it is recommended that you contact Access Softek first to liquidate your investment account and transfer the funds back to your checking or savings account at First Tech. It takes a few business days for the investment account to liquidate and the ACH to arrive back to your First Tech checking or savings account. Once the ACH has arrived, you can then withdraw or transfer all your funds to another financial institution via check, ACH, wire, etc. and direct First Tech to close your First Tech accounts.

After the EasyVest account is closed, you will no longer have access to electronic statements and end-of-year tax documents (e.g., 1099s) through the EasyVest portal connected to your First Tech account. Investors who need to access these documents after the investment account is closed must log in through a DriveWealth customer portal using their investment account number and contact information connected to their investment account. The DriveWealth Customer Portal can be found here: https://client.drivewealth.com/login. Instructions to access this portal are conveyed to the investor during the investment account closure process and in the investment account closure email that is sent by Access Softek or DriveWealth to the investor. If investors have any trouble accessing this portal, they can email investsupport@accesssoftek.com.

EasyVest is a robo-advisor investment service provided by Access Softek Advisory Services, LLC (a registered investment advisor) and DriveWealth LLC (a registered broker-dealer). First Tech has partnered with Access Softek and DriveWealth to bring you access to their investment services through Online Banking and the First Tech App. First Tech is not registered as a registered investment advisor nor as a broker-dealer and does not hold, maintain, or offer advice on these investment accounts. We encourage you to read and evaluate the privacy and security policies of the service you are entering, which are different than those of First Tech.