In partnership with SimpliCD, a brokered certificate program provided by Primary Financial, clients of Alloya Investment Services can invest excess funds in fully insured certificates offered by banks and other credit unions with nothing more than a single set of login credentials.
With the power of Premier Portfolio, the online investment management system provided by Alloya Investment Services, credit union decision-makers gain access to the SimpliCD Online trading platform where the investment magic happens. No phone call or email needed.
SimpliCD makes it easier for you to outpace fast-moving rates and build your best-yielding portfolio.
Key Features of SimpliCD Online
Through Premier Portfolio, your credit union can get direct access to the SimpliCD Online trading platform, where your investment decision makers can execute certificate purchases any time, day or night.
Ready to Get Started?
Fill out this form to learn more about the powerful tools at your fingertips. We’re in the business of helping you secure the best rates possible and strengthen your portfolio. Who said investing couldn’t be easy?
NOTE: If you are using Internet Explorer (IE) 11 or Legacy Edge web browser and experiencing issues with your form submission, please try submitting with a different browser such as Google Chrome (preferred) or the newest version of Microsoft Edge.
Our job is to make your job easier.
*Alloya Investment Services provides broker-dealer services to credit unions nationwide. The broker-dealer services include Marketable Securities through CU Investment Solutions, LLC (member FINRA/SIPC) and brokered CDs (through SimpliCD, a product of Primary Financial). Alloya Investment Services is a division of Alloya Corporate FCU’s wholly owned CUSO, Alloya Solutions, LLC. To learn more about Alloya Investment Services, visit www.alloyacorp.org/invest.