Last login today, 8:42 AM
Maya ReyesMR
Good morning, Maya
Everyday Checking ••4821
$2,418.55
Available
Member Savings ••3310
$6,120.00
Available
12-Month Certificate ••0907
$5,000.00
Matures Mar 2027
Transfer
Deposit
Pay a person
Pay a bill
Cards
Statements
Invest Your Credit Union · in one step
Portfolio value
$412.36+$18.20
Rewards ready to invest
$6.40
Recent transactions Everyday Checking
Target
Sep 6 · Debit card · 1.5% invested
−$42.10
Starbucks
Sep 6 · Debit card · 2% invested
−$6.85
Payroll deposit
Sep 4 · ACH
+$1,860.00
Uber
Sep 4 · Debit card · 1% invested
−$18.40
Nike
Sep 3 · Debit card · 3% invested
−$89.00
Core portfolio ▼
Performance
Portfolio
Shop & Earn
Rewards
Fund / Withdraw
Powered by WealthMeUpYour finances All portfolios
$412.36
▲ $18.20 (4.62%)
Since you started · Feb 2026
DayWeekMonthYearAll
Invested from rewards
$71.1818 brands
Recurring deposit
Not set up Add one →
Top holdings
VTITotal Stock Market39.8%
VXUSTotal Intl. Stock24.9%
BNDTotal Bond Market20.3%
About you
We filled this in from your membership. Check it and continue.
Legal nameMaya Reyes✓ From your membership
Date of birth•• / •• / 1991✓ From your membership
Home address118 Elm Street, Apt 4✓ From your membership
Emailmaya.reyes@example.com✓ From your membership
Mobile(•••) ••• 0142✓ From your membership
Social Security number••• •• 4410✓ Verified at membership
Your financial profile
What is your main goal?
Preserve capitalLong-term growthGenerate income
How much risk are you comfortable with?
ConservativeModerateAggressive
How much investing experience do you have?
None yetLimitedExtensive
What do you care about?
Pick as many as you like. Your first pick shapes your starting portfolio.
Safety first
High-Yield Savings. Safe and liquid, no market risk.
Balanced & diversified
Core. A classic stocks and bonds mix.
Climate & sustainability
Clean Tech. Renewables, EVs, the green transition.
Tech & AI innovation
Nerd. Software, semiconductors, frontier tech.
Women-led companies
Women Strong. Leadership and gender-equity champions.
Brands you love
Shopping. The consumer names you already shop with.
Recommended for you
Core
You picked balanced and diversified. Core is a classic stocks and bonds mix with broad market exposure. Moderate risk. Rebalanced for you, and you can change or add a portfolio any time.
US stocks · Vanguard Total Stock Market (VTI)45%
International stocks · VXUS, VWO25%
Bonds · BND, BNDX30%
Also a fit from your picks: Shopping · the brands you love
Portfolio Core
Portfolio value
$412.36+4.62%
Holdings
5 ETFs · global stocks and bonds
Risk level
Moderate · rebalanced for you
Your holdingsExplore portfolios
HoldingSharesValueToday
VTI
Vanguard Total Stock Market ETFUS stocks · 45% target
0.5471fractional
$164.1239.8%
+0.58%
VXUS
Vanguard Total International Stock ETFDeveloped markets · 20% target
1.6070fractional
$102.6824.9%
+0.34%
BND
Vanguard Total Bond Market ETFUS bonds · 20% target
1.1300fractional
$83.7020.3%
−0.08%
BNDX
Vanguard Total International Bond ETFGlobal bonds · 10% target
0.8130fractional
$40.009.7%
+0.05%
VWO
Vanguard Emerging Markets ETFEmerging markets · 5% target
0.3710fractional
$17.364.2%
+0.71%
Cash
Cash waiting to investRewards land here first
—
$4.501.1%
PortfolioWhat is insideRiskTop holdings
HYS
High-Yield SavingsSafety first
Safe and liquid. No market risk.
Low
FDIC-insured cash
CT
Clean TechClimate & sustainability
Renewables, EVs, carbon capture.
High
TSLA · ENPH · FSLR
NRD
NerdTech & AI innovation
Software, semiconductors, AI labs.
High
NVDA · MSFT · AAPL
WS
Women StrongWomen-led companies
Leadership and gender-equity champions.
Moderate
AMD · ORCL · CVS
SHP
ShoppingBrands you love
The consumer names you already shop with.
Moderate
NKE · SBUX · TGT
Shop & Earn
Shop the brands you already use. A share of every purchase is invested in your portfolio.
Earned this month
$6.40
All brandsEverydayDiningTravelFashionHomeTechNear you
Target
1.5% investedDebit card · in store & online
Starbucks
2% investedLinked card
Nike
3% investedOnline
Walmart
1% investedIn store & online
Home Depot
1.5% investedLinked card
Costco
0.5% investedWarehouse & online
Sephora
4% investedOnline
Uber
1% investedRides & Eats
Best Buy
1% investedIn store & online
Chewy
3% investedOnline
Airbnb
2% investedStays
Expedia
3% investedHotels & flights
Brand names are real companies. Participation and rates shown are illustrative for this walkthrough.
×
Target
Target
1.5% of every purchase invested in your portfolio. In store and online, with the debit card already in Maya's wallet.
How it works. Pay like you always do. Target shares part of the sale with your credit union. Your share lands in your Invest account as cash, then buys your portfolio automatically.
$42.10 groceries$0.63 invested
$120.00 back-to-school$1.80 invested
$400.00 over a month$6.00 invested
Rewards September
TGT
TargetSep 6 · Everyday Checking ••4821
$42.10purchase
+$0.63
Invested
SBUX
StarbucksSep 6 · Everyday Checking ••4821
$6.85purchase
+$0.14
Invested
NKE
NikeSep 3 · Online
$89.00purchase
+$2.67
Invested
WMT
WalmartSep 2 · Everyday Checking ••4821
$118.40purchase
+$1.18
Invested
HD
Home DepotSep 1 · Everyday Checking ••4821
$64.20purchase
+$0.96
Invested
COST
CostcoToday · pending
$164.00purchase
+$0.82
Pending
Invested from rewards
$0.00
ShopEarnInvested
Auto-invest rewardsBuy my portfolio as rewards arrive
Rewards go toCore portfolio · change any time
Core ▼Weekly summaryEmail and push
Fund / Withdraw
FundWithdraw
$0
$1$10$25$50$100
Everyday Checking ••4821Available $2,418.55
▼Core portfolioInvest · $412.36
▼Make it recurringSet it and forget it. Same amount, on a schedule.
WeeklyEvery 2 weeksMonthly
Summary
Amount$0.00
FromChecking ••4821
ToCore portfolio
ScheduleOne time
ArrivesSame day before 2 PM ET
Fee$0.00
Investments are not NCUA insured, are not deposits or obligations of the credit union, and may lose value. Brokerage services provided by an SEC-registered broker-dealer, member FINRA / SIPC.
Confirm your recurring deposit
Amount$10.00
FromEveryday Checking ••4821
ToCore portfolio
ScheduleWeekly · Fridays
Moves from your checking account each Friday. Pause, change or stop it any time.
Recurring deposit set. $10.00 every Friday, starting Sep 11.
