Investments

Invest without leaving your banking app.

Automated portfolios for hands-off growth, or self-directed trading if you'd rather pick your own — both live right next to your checking and savings.

Automated Portfolios

Tell us your goals and risk tolerance — we build and rebalance a diversified portfolio of low-cost index funds for you. No trading experience needed, no guesswork required.

Start automated investing →

Self-Directed Investing

Trade individual stocks and ETFs commission-free, with real-time market data and research built into the same app you already use for banking.

Start self-directed →
Why Palisade Invest

Low fees, real transparency.

0.25%

Annual advisory fee on automated portfolios — no trading commissions on top.

$1

Minimum to open an automated portfolio. Start small and add over time.

$0

Commission on self-directed stock and ETF trades.

SIPC

Investment accounts protected up to $500,000 through SIPC coverage.

One dashboard

Banking and investing, finally in sync.

See your checking, savings, and investment balances side by side, and move money between them instantly — no transfers to outside brokerages, no waiting days for funds to settle.

  • Instant transfers between accounts
  • One login, one statement
  • Auto-invest your round-ups
Palisade Invest
Portfolio value
$24,915.30
+3.4% this monthBalanced Growth

Put your money to work today.

Investing involves risk, including possible loss of principal. Get started with as little as $1.