Lake City Bank Digital

Digital Investing

Investment products used by Eko are not FDIC insured, are not a deposit, are not obligations of, nor guaranteed by Lake City Bank and may involve risk including possible loss of principal.

Investing can be time consuming and complex – that is, until you sign up for Lake City Digital Investing. Managing a personalized investment portfolio has never been easier. The minimum deposit to start investing is only $10. Plus, you can start investing today if you’re already enrolled in Lake City Bank Digital.

 

With Digital Investing you’ve got control too. Whether you prefer a hands-on or hands-off approach to managing your investments, you can select from a range of portfolio options based on your goals and investment preferences.

 

  • Hybrid investing builds a portfolio based on your goals and risk tolerance. You can customize your portfolio with individual securities as well.
  • Pre-made portfolios let you choose from three diversified portfolios with exposure to both bonds and stocks. Options include Core (a diverse investment mix geared toward long-term returns), Tech or ESG (Environmental, Social and Governance)
  • Self-directed investing starts with an empty portfolio that you populate by choosing stocks (including fractional shares), bonds and ETFs (Exchange Traded Funds).

 
Compare Portfolio Features
 

No matter your experience, Digital Investing takes the stress out of managing your investments, but there’s more. If simplifying your investment strategy wasn’t enough, we’ve taken it a step further – you don’t need to create another account or download another app because you access Digital Investing in Lake City Bank Digital. Track your investments, move money and manage all your accounts from one spot with one login.

 

That also means you can start investing today! As long as you are enrolled in Lake City Bank Digital, simply click on the Digital Investing tile to start managing your investments the easy way. Not enrolled in Digital? You can sign up here.

 

Digital Investing Highlights

  • Start investing with as little as $10
  • No additional account creation or download needed outside of Lake City Bank Digital
  • Move money easily and securely from your accounts
  • Manage multiple portfolios and portfolio types within your account
  • Ability to trade fractional shares and ETFs (Exchange Traded Funds).
  • Must be 18 years old or older to invest

 

If you have questions, please click the button below to review a helpful list of frequently asked questions. You can also send us an email, start a live chat with us by clicking the chat bubble on your screen or call our One Call Center at (888) 522-2265.

Frequently Asked Questions

Digital Investing is offered through Eko Investments, Inc. Eko’s “Investments as a Service” enables Lake City Bank to offer digital investments directly on our digital banking platform.  Investment products used by Eko are not FDIC insured, are not a deposit, are not obligations of, nor guaranteed by Lake City Bank and may involve risk including possible loss of principal.  Fees will apply. Click here to access Eko’s disclosures.

Eko Investments Inc is an SEC Registered Investment Advisor. Brokerage services are provided to clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see https://www.sipc.org.

Eko does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Eko’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Eko’s investment advisory services are available only to residents of the United States, age 18 years or older,  in jurisdictions where Eko is registered. Past performance is no guarantee of future results. Any historical returns and/or expected returns are hypothetical in nature and may not reflect actual future performance.

An annual management fee of 0.40% based on the value of assets in your Digital Investing account applies. For example, if you have an average of $1,000 in your investment account, you will pay $4.00 per year. The fee is charged monthly in arrears and automatically deducted from your Digital Investing account, so you don’t need to do anything yourself to pay this management fee. This annual management fee is a “Wrap Fee,” which means there are no additional costs related to investing (including deposits, withdrawals and trades).