On-The-Go Investing

See all of your investments in one place with the Connect InvestSM mobile app

Connect InvestSM is a new online advisory service that‘s a smart, low cost way to invest your money. It makes investing simple by building, monitoring, and rebalancing your portfolio for you.

We know that life can be busy. The Connect InvestSM mobile app makes it easy to stay in touch with your investments safely and securely, wherever you are. 

smartphone with the Connect Invest app pulled up

Getting started is easy - simply transfer funds directly from your westfundplc.com checking or savings account, or have Connect InvestSM manage your existing brokerage account.

The finer points: 

  • Creates a personalized investment plan tailored to your goals and tracks your investments anytime, anywhere
  • Provides you an in-depth view of your external investment accounts, including how Connect InvestSM can help fine-tune your portfolio
  • Allows you to transfer funds to and from your Connect InvestSM account
  • Schedule an appointment with an Investment Advisor
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