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Introducing a new and easy way to invest. If your goal is to save more for the future, or potentially improve your current returns, Union Bank & Trust now offers Simply Invest powered by Betterment.
Click below to play the Simply Invest overview video.
Easy investing.
You can quickly and easily transfer money from your checking account to Simply Invest. It can be a scheduled set amount or whenever you feel the urge to invest. You are in control.
Invest like an expert without the hassle.
You don’t have to spend nights and weekends researching investment options. Just decide on an allocation between stocks and bonds. You’ll be investing like a pro.
Next to nothing cost.
There are no minimum balances, no transaction fees, no holding periods, and no hidden costs. You’ll just pay a low annual management fee based on your average balance. We think that is pretty smart.
Simple to start.
Open your Simply Invest account today. It only takes 5 minutes. Go to www.betterment.com/simplyinvest. This website will provide everything you need to know about Simply Invest and how to get started.
Betterment LLC is an SEC Registered Investment Advisor.
Brokerage services offered by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment’s charges and expenses. Betterment LLC and Betterment Securities are not banks and the investments offered by them are not guaranteed or insured by Union Bank and Trust. Union Bank & Trust is not affiliated with Betterment LLC or Betterment Securities.
Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment and Betterment Securities are not registered
Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value
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