Online Investing from UBT

Go after your goals with help from people who care

With Online Investing from UBT, you can invest with confidence knowing our friendly, local experts are here and ready to help.

Frequently Asked Questions

View All ›
What are catch-up contributions for IRAs?

Catch-up contributions are contributions that allow individuals who are 50 or older to make additional contributions to their IRA above their normal maxed-out contribution.

What amount should I invest when I’m starting out?

First, don’t worry about minimum account balances, because we don’t have any. How much you choose to invest depends on your goal, budget, and what planning you have done so far to reach that goal.

Can I get paper statements?

You can print paper copies of your statement(s) by downloading them from your portal.

How do I change my legal name?
How do I update my personal information?

You can update your personal information by clicking your Profile.

Will a phone app be available?

Yes, we expect an app soon. A web-enabled version is currently available on your mobile device through your browser.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.

 

Transfers are typically initiated through the Automated Clearing House (ACH) system. Although transfers to and from Union Bank accounts via ACH will not incur a charge, other financial institutions may charge for these services.