Online Investing Service Level

Choose the service level that works for you

Select from the service options below. Before you begin the account opening process, gather:

  • A state issued ID
  • Your social security number
  • Online banking credentials for the account from which you want to transfer

Please use your personal email address when opening your account.

 

Compare All

  Fee $0 minimum balance Free tradesᶲ Free transfers Automatic rebalancing Goal-setting consultation Annual review and update Phone and email access to an advisor Comprehensive financial plan Unlimited contact with a dedicated financial advisor
Employee Digital (Tier I) 0.25% of your balance annually          
Premier (Tier II) 0.75% of your balance annually or $4/month (whichever is greater)
Minimum fee applies
   
Platinum (Tier III) 1% of your balance annually or $20/month (whichever is greater)
Minimum fee applies

*No minimum balance requirement on the digital platform.

**Minimum account fee of $4/month which translates to a minimum balance of $6,400 at .75%

***Minimum account fee of $20/month which translates to a minimum balance of $24,000 at 1.00%

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.

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