SimpliCD Issuing / Investing
Streamlined CD investing and issuing through a nationwide credit union network.
The SimpliCD program helps your credit union maximize profitability with excess funds, attract new deposits, and streamline cash flow management and recordkeeping.
- SimpliCD issuing helps CEOs and CFOs manage cash flows and recordkeeping with ease
- Available to a nationwide market of over 3,500 credit union investors
- Consolidated reporting, recordkeeping, and settlement of funds consolidation in one convenient location
- SimpliCD investing helps credit union managers maximize the earning potential of excess funds, safely and conveniently
- Simplifies cash flow management
- All relevant records stored in one location
SimpliCD operates through a long-standing partnership with Primary Financial Company, LLC and uses a custodial structure aligned with NCUA Regulation 741.12. CDs are typically issued and purchased in $99,000 to $250,000 denominations, allowing credit unions to source funding or deploy excess liquidity across a nationwide network without managing dozens of individual relationships.
How Will QuantyPhi Help Your Credit Union?
- Access SimpliCD investing in a custodial structure that supports compliance with NCUA Regulation 741.12.
- Issue or invest in CDs in $99,000 to $250,000 denominations across a nationwide network of credit unions.
- Operated through a long-standing partnership with Primary Financial Company, LLC.
Need More Information?
Discover how QuantyPhi can empower your credit union with SimpliCD solutions.