Personal Portfolio

Does investing feel too complicated, require too much money up front, or the end goal seems too far off in the distance? Not anymore. Now, investing is within reach with Personal Portfolio.

Enjoy automatic rebalancing, no trade or transaction fees and quality financial advice. All you need is an initial investment of $1,000, and Personal Portfolio will walk you through the process.

First, answer a few questions about yourself and your investment goals. Based on your responses, Personal Portfolio will suggest a customized investment strategy, or you can select your own investment strategy. You can even regularly add to your investment by scheduling auto deposits to help your portfolio grow over time.

Create Your Portfolio & Save

To create your own portfolio, log in to Web Branch, and you will be directed to Personal Portfolio. A UW Credit Union checking account is required to initially fund your portfolio. If you already have a portfolio, log in to Web Branch to access Personal Portfolio.

Additional Resources

To learn more, see the Personal Portfolio Education page to:

  • See Investment Strategies
  • Review Types of Investment Accounts
  • Try Calculators
  • Read Investment Articles
  • Get Answers to FAQs

* Personal Portfolio Introductory Promotion: No fees for the first 6 months from the date of enrollment in Personal Portfolio. After the introductory promotion period, the standard account fee of 1.5% of assets under management (AUM) will apply, and the member’s account will be charged one-twelfth of 1.5% of assets under management each month.

Money market and mutual fund products are offered through SaveDaily.com, Inc. (“SaveDaily”), an SEC registered investment adviser (RIA). Investments made through SaveDaily and its affiliates are not FDIC or NCUA or otherwise federally insured, are not guarantees or obligations of the financial institution, and may involve investment risk, including possible loss of principal.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

 

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Toll Free 800-533-6773
UW Credit Union's Routing Number: 2759-7907-6
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UW Credit Union
pref 3500 University Avenue
Madison, WI 53744-4963 43.075532 -89.448226
UW Credit Union, postal PO Box 44963, Madison, WI 53744-4963
43.075532 -89.448226