Self-Directed  Investments

Man at a desk viewing his Personal Portfolio investments with UW Credit Union online

Special Offer:  No Fee for First 6 Months.*

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Invest with Personal Portfolio

Investing doesn’t have to be overly complicated or require a lot of money upfront. With Personal Portfolio’s professionally managed investment solutions, you can easily create an online portfolio with as little as $1,000.1 Start investing today and watch your money grow.

Cost Effective

Enjoy the ease of professionally managed model allocations that are periodically rebalanced for you with no transaction fees.2

Easy to Manage

Just log in to Web Branch to get started. Answer a few questions about yourself and your investment goals, and Personal Portfolio will suggest a investment strategy. You can even schedule automatic deposits to help your portfolio grow over time.

Father sits with his daughter on his lap and views his Personal Portfolio investments on a tablet
Woman sitting at a computer researching investment strategies and resources from UW Credit Union

Get Educated

Learn more about investing and how Personal Portfolio can help you reach your goals.

  • Investment Strategies – Explore Personal Portfolio’s professionally managed investment solutions.
  • Types of Investment Accounts – Determine the account type for your portfolio.
  • Investment Resources – Find articles about saving, investing and the economy.
  • FAQ – Get answers to frequently asked questions about Personal Portfolio.