SimpliCD Online - Alloya Corporate Federal Credit Union

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.

Just recently, SimpliCD enhanced its online platform to make it easier for you to outpace fast-moving rates and build your best-yielding portfolio.

What’s New in SimpliCD Online?

In-App & Push Notifications For New Rates

Receive timely notifications the moment new rates are added to SimpliCD Online – even if you are not logged into the system! Plus, you can purchase certificates directly from the notification, allowing you to seize the moment to purchase limited rates before they sell out.

Customized Rate Notifications

Customize your rate notifications so you only see the rates that meet your criteria – such as a specific rate or term. When your criteria no longer meets your credit union’s needs, you can easily modify it or set it to expire to eliminate unwanted notifications.

Rollover Rate Notifications

Receive a notification as soon as an issuer offers rollover rates for your upcoming maturities.

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?

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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.