Your Local Team
Is Ready To Assist
Investing can be overwhelming. But at Sno Falls you’ll find approachable solutions and programs backed by powerful technology.
Smart Invest
Any current Sno Falls account holder can easily invest with Smart Invest, our Automated Investment Manager (in partnership with Access Softek Advisory Services, LLC and Drivewealth, LLC).
With Smart Invest1 you get:
- Professionally constructed portfolios
- Personalized goals and risk tolerance
- Access to monitor and manage your investments in a single view
Start an account with as little as $200 from your existing Sno Falls checking or savings.
Current members: log In to sign up for Smart Invest
Individual Retirement Accounts (IRAs)
Traditional IRA
- Earnings grow tax-deferred until you begin withdrawing money at retirement
- All or part of your contributions are tax-deductible (consult your tax advisor)
Visit one of our three convenient locations to open an account.
Roth IRA
- Earnings grow tax-free
- Qualified withdrawals are free from federal income tax
- You can withdraw most contributions at anytime
Visit one of our three convenient locations to open an account.
Coverdell Savings Account (ESA)
Save money now for your child’s future education. This account is similar to the popular 529 plan but offers greater flexibility as you get to choose any kind of option: stocks, bonds or mutual funds.
Contributions and earnings are tax- and penalty-free, if used for qualified education expenses which include:
- Tuition and fees
- Books and supplies
- Computer equipment used for education
- Transportation
- Room and board (only in some cases)
Visit one of our three convenient locations to open an account.