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NEW! Self-Guided Investing

Easy online investing with the guidance of a financial advisor!

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Start Investing with Self-Guided Wealth Portfolios.

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Open investment accounts online or with an advisor.

Our self-directed investment program combines the benefits of a personal financial advisor with the convenience of automated investing technology to achieve your financial goals. Grow your wealth your way with as little as $5,000.*

By choosing your preferred branch below, you can ensure you know who your experienced local Financial Representative is and how to contact them if you have any questions or concerns. After all, we are here to guide you every step of the way toward your financial goals.

Choose a Branch below to Find Your Advisor

Feel free to reach out to us whenever you have any questions about your account or investment strategy.

Your advisor will appear here.


This self-guided investment program allows you to easily invest with a digital wealth management solution designed for you and your savings goals.

  • Personalized and flexible investing solutions
  • Access to a dedicated team of local Magnifi Wealth Management professionals
  • Flexibility to make updates anytime you want
  • Online dashboard to view your portfolio and track your investments
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Have Questions?

If you need any assistance or have questions along the way, our team is here to help!

Call (888) 597-4516

Contact Us



*An annual small account fee is applied to accounts with less than $10,000 invested. 

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP for a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is a Member of FINRA/SIPC.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Magnifi Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union

Not Credit Union
Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.