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You can request a full or partial redemption (i.e., withdrawal, transfer) of your funds at any time with no fees or penalties. We process all transfer requests from your WIF investment by ACH Electronic Funds Transfer (EFT) directly to your bank. This is a free service and funds will generally be available in your bank account by the next business day.
An investment account can be opened with as little as $25.
Our investment interest rates are determined by our Executive Management Team based on various economic and current market factors.
Our investment interest rates are determined by our Executive Management Team based on various economic and current market factors.
To make a transfer request, send us a secure message while logged into your online account, or call our office during business hours to speak to a member of our investment team.
All transfer requests received Monday-Friday by 3:30pm EST will be completed by electronic funds transfer (ACH) in one business day. Requests received after 3:30 pm EST, or outside of business hours, will be processed the following business day.
Statements are sent out semi-annually on June 30 and December 31 each year. Additionally, an activity notice will be sent anytime you transfer funds to or from your investment account.
Please note, if you are enrolled for online access, all semi-annual statements, activity notices, and 1099-INT statements will be provided electronically. If you would like to enroll for online access, please click HERE.
Interest is accrued daily, based on the balance of your investment account, and is applied to your investment account semi-annually on June 30 and December 31 each year. Interest will be added to your investment balance unless you request that it be paid out to you, in which case we will establish a periodic ACH Electronic Funds Transfer (EFT) directly to your bank account.
Yes! Interest is accrued daily based on the balance of your investment account. If you close your investment account and withdraw all funds, the interest you have earned up to the day of closure will be included in the final amount paid out to you.
To access your investment information online, you must first enroll for online access. If you would like to enroll, please click HERE to complete the online access enrollment application. After your enrollment application is complete, you will receive your User ID and temporary password (PIN) via two separate emails generally within one business day. Once you receive this information or if you already have online access, please click HERE or go to the WIF Homepage and click “SIGN IN.”
You may change your address by calling our Investment Team at (317) 774-7300 or sending us a secure chat message while logged in to your investment account online. If you would like to enroll for online access, please click HERE.
Access to your investment passes to any surviving joint owner. If there are no surviving joint owners, the investment passes to the listed beneficiaries. If there are no surviving beneficiaries, your investment will be payable to your estate. Please contact us with any questions concerning this topic.
This website and the material provided in it does not constitute an offer to sell nor a solicitation to buy WIF investments. The offering of WIF investments is made solely by WIF’s Offering Circular. WIF will offer and sell its investments only in states where authorized. The securities are subject to certain risk factors as described in the Offering Circular. Investors should carefully read the Offering Circular, which more fully describes associated risks. WIF investments are not FDIC-insured bank deposit accounts.