Brag about your investment portfolio...
No one needs to know it started with just $10.
We believe that everyone should have the chance to grow their wealth and achieve their financial goals, regardless of background or experience level. That’s why our newest product, CascoINVEST, is so important. Now, with as little as $10, you can set up an investments portfolio and take advantage of both professionally managed portfolios and commission-free trading with self-directed portfolios. Learn more from our Frequently Asked Questions.
Investing Made Easy.
Access a user-friendly investing platform directly your existing online and mobile banking.
Meet CascoINVEST — a digital investing experience built right into your online banking.
Invest using the platform you already know and trust, with real-time dashboards available on your phone or computer.
Choose guided investing with professionally managed portfolios, self-directed investing with commission-free trading on 5,000+ stocks, bonds, and ETFs, or a hybrid option that gives you the best of both worlds.
With as little as $10 to start and simple account funding in just a few clicks, investing has never been more approachable. Log in and find 'CascoINVEST' to get started today.
- No need to switch apps or websites: Enjoy a seamless investing experience without leaving the familiar Casco FCU environment.
- Diverse investment options: Choose from range of options to suit your needs, from guided investing to self-directed investing.
- Affordable and accessible: Because Casco INVEST allows you to buy fractional shares, all it takes is $10 to get started.
- 24/7 availability: Manage your investments anytime, anywhere, at your convenience from our mobile app.
Frequently Asked Questions
How is CascoINVEST different from a traditional investment services? |
It's the perfect solution for those who are just starting to learn about investing, are looking to invest smaller amounts, or looking to try out investing. CascoINVEST is an independent investing tool, meaning you manage your investments yourself. |
Are investments covered by NCUA deposit insurance? |
No, investments are NOT NCUA insured. |
Who can open a CascoINVEST account? |
Members of Casco FCU that are enrolled in online banking are eligible to invest. Must be 18 years old or older to invest. Must enroll as an individual. CascoINVEST is not available to non-person entities. |
How long does it take to open a CascoINVEST account? |
Opening a CascoINVEST account is a very quick process. The whole process can be done from your computer, tablet, or phone, and should take no longer than 5 minutes. During the onboarding, we have already pre-filled most of your personal data, which further streamlines this process. Most accounts are approved within 5 minutes. In some rare cases, additional data is required to approve your CascoINVEST account, in those cases, account approval can take up to 2 business days after the additional data is provided. |
How long does it take for money to arrive in my wallet after funding? |
Deposits made before 2 PM ET: These will typically arrive on the same day. Deposits made after 2 PM ET: These will generally take one business day to process. |
What are the costs? |
A Self-Directed CascoINVEST portfolio is commission-free. We don't charge anything per trade, or to open or maintain your account.
For Hybrid and Pre-Built Portfolios there is an annual management fee of 0.5% based on the value of assets in the portfolio. For example, if you have $1,000 in your CascoINVEST account, you will pay $5 per year. The fee is charged monthly in arrears and automatically deducted from your CascoINVEST Account, so you don't need to do anything yourself to pay this management fee.
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Can I always take my money out of my CascoINVEST account? |
Yes, we don't have a minimum holding time, and you can deposit and withdraw at any time, free of charge. |
Where do I go if I have questions about my CascoINVEST account? |
If you have questions about your CascoINVEST account you can reach out to us or email hello@eko.investments. |
How do I get tax or account statements for my CascoINVEST account? |
If you have a tax or account statement available, you can find it by clicking 'Account' and then 'Documents and Statements'. From there, select the statement you're looking for and open or download it. |
What are the risks associated with stock investing? |
Stock investing involves risks such as market volatility, potential loss of capital, and company-specific risks. The value of stocks can fluctuate based on economic conditions, company performance, industry trends, and other factors. |
How can I minimize the risks of stock investing? |
You can minimize risks by diversifying your portfolio, investing for the long term, and having a balanced portfolio that includes a mix of different stocks and asset classes, such as bonds. The portfolios we create are by default well-diversified and balanced, which mitigate risks and optimize your investment strategy. This way, you can have a sophisticated and professionally managed portfolio, without having to be an expert yourself. |
How do I fund my wallet? |
To fund your wallet, simply go to 'Fund/Withdraw' and select a funding amount. Next, choose which bank account you want to use for funding. This can be either an already-connected bank account or a bank account via a third-party financial institution. For funding from third-party financial institutions, we use Plaid. If you have multiple portfolios, you can also transfer funds directly between portfolios, which is instant. |
What is the minimum funding amount for my wallet? |
The minimal funding amount is $10. |
Can I set up automatic deposits into my CascoINVEST account? |
Yes, you can set up automatic or recurring deposits, which will go directly into your wallet. The minimum amount for recurring deposits is just $10, and you can set it up to be weekly, bi-weekly, or monthly. At any time you can cancel or modify your recurring deposit, with a simple click of a button. |
How does Hybrid Investing work? |
Hybrid Investing allows you to have a 100% personalized portfolio based on your risk appetite, investment preferences, and investment horizon. To get started, you answer a few questions to determine your investing risk tolerance and goals, and then you receive a personalized portfolio. You also have the ability to further customize your portfolio by adding or removing individual holdings. Please keep in mind that these adjustments will impact the overall risk level of your portfolio. |
Investments are not NCUA insured, are not deposits and may lose value.