Self Directed Investments

Customers can invest in stocks, bonds, ETFs, mutual funds, gold, & cryptocurrencies from their desktop or mobile device.

Self Directed Investments

The Self Directed Investments Program allows your customers to directly trade and manage their own funds to create an investment portfolio. Meet the demand of existing or new customers looking to access a trading platform from the bank. Our team handles all components of the program including technology, client support, compliance, and program management. The program is free to your bank and generates recurring non-interest income.

Investment Products

Clients can trade individual stocks, bonds, ETFs, mutual funds, gold, and cryptocurrencies all through a unified platform.
Stocks
All listed U.S. stocks
Bonds
U.S. government & agency bonds, municipals, corporate
ETFs
All listed ETFs
Mutual Funds
18,000+ no transaction fee funds
Gold
Spot gold with the option for physical delivery
Cryptocurrencies
Bitcoin, Bitcoin Cash, Ethereum, and Litecoin

Program Features

Our platform provides a powerful suite of tools for clients who want to make their own investment decisions.

Fractional Share Trading

With fractional share trading, clients can invest in a diversified portfolio of assets regardless of the account size.

Digital Onboarding

Clients can digitally open and fund their investment account via our secure desktop or mobile app.

Research & Insights

Clients are given access to dozens of premium market research tools and news providers at no extra cost. ​
Vertical Divider

Client Portal

Our easy-to-use web and mobile application allows your customers to check quotes, place trades, see account balances, run reports, and manage their accounts.

Account Types

Clients may open a variety of accounts including: Individual, Joint, or Retirement accounts.

Support

As always, support is provide as part of our program management to help your bank succeed. Support for client investment accounts is provided at no cost. Learn more about program support on our program management page. 

Program Benefits

Compete with FinTechs & Neo-Banks

Become First Institution of Choice

Serve Entire Customer Base
Attract Younger Customers
Protect Against Capital Flight

View a Demo of the Client Experience ​

See how we can help you.
Subscribe to our news & updates:
Contact
​(888) 212-9940
​support@bancwealth.com
Investment services provided by Polaris Financial, LLC doing business as Banc Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
​All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.