Affinity Plus Investing

Affinity Plus Federal Credit Union

About this app

The Affinity Plus Investing app makes it easy to start investing, test different strategies, and build
confidence at your own pace.
INVESTING MADE SIMPLE
• Buy stocks and ETFs starting with as little as $5
• Set up recurring investments and grow your portfolio over time
TWO WAYS TO INVEST
Self-Directed Investing
Pick your own stocks and ETFs
Managed Portfolios
Answer a few questions and get a diversified portfolio tailored to your goals
PRACTICE & LEARN
• Invest with simulated money and test out your strategies without risking any real funds
• Explore learning modules that cover the basics of stocks, securities, and ETFs
• Get financial literacy resources for every stage of life
TOOLS THAT KEEP IT SIMPLE
• View your investments, performance, and account activity in one clean dashboard
• Easily access statements and tax documents
SAFE & SECURE
• Bank-grade encryption and biometric login
• SIPC-protected brokerage accounts
• 24/7 fraud monitoring
Brokerage and Investment Advisory Services
Brokerage services are offered by TAPP Engine Securities, LLC (“TES”), a registered broker-dealer
and member of FINRA and SIPC. TES is not affiliated with Affinity Plus Federal Credit Union
(Affinity Plus). Investment products offered through TES are not products of Affinity Plus.
Investment advisory services are provided by TE Advisors, LLC (“TEA”), an SEC-registered
investment adviser. Registration does not imply a level of skill. TEA offers automated investment
strategies such as Goal-Based Investing and Direct Indexing. These strategies come with risks,
including market volatility and limitations of algorithm-driven advice.
TEA partners with Tidal Financial Group, a leading ETF platform, to support the creation and
operation of ETFs. While Tidal provides the infrastructure, TEA is solely responsible for
investment decisions and portfolio management.
Investments are not insured by the FDIC or NCUA, not guaranteed by any bank or credit
union, are not the obligation of the credit union and may lose value. Affinity Plus is not a broker-
dealer or registered investment adviser.
All investments involve risk. Past performance is not a guarantee of future results. Please
consult a financial professional if you have questions about your investment strategy.