Coming Soon

Investing with no minimum fees or balances, coming soon to UBT

Grow into your financial goals — whatever they might be — with an investment tool that’s accessible to investors from all walks of life, backed by local people who care.

Retirement Plan Participants

Let’s plan for your future together

No matter where you are on the road to retirement, we have the people, tools, and information you need to maximize your savings and help reach the retirement you want.

Grandpa and grandaughter hug

Plan Rollovers

If you’re not at your old job, why is your 401(k)?

Rolling your 401(k) into an IRA at Union Bank gives you greater control over your investments, along with tax advantages.

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