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8/19/2024

Completing your paperless statement enrollment

https://www.ubt.com/learning-center/blogs/completing-your-paperless-statement-enrollment

Instructions on how to opt in to receive digital e-Statements instead of paper account statements.

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Personal
Managing Your Money

12/8/2021

Hands On vs Hands Off Investing

https://www.ubt.com/learning-center/videos/hands-vs-hands-investing

For some investors, a hands-on approach makes sense. For others, hands off is the way to go. See which one is right for you.

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Personal
Investing
Retirement

7/29/2024

UBT Business ACH: Importing Files

https://www.ubt.com/learning-center/videos/ubt-business-ach-importing-files

This brief tutorial walks you through the process of importing files in the new UBT Business ACH platform.

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Business
Treasury Management

7/29/2024

UBT Business ACH: Making Payments

https://www.ubt.com/learning-center/videos/ubt-business-ach-making-payments

This brief tutorial walks you through the process of setting up payments in the new UBT Business ACH platform.

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Business
Treasury Management

7/29/2024

UBT Business ACH: First-Time Login

https://www.ubt.com/learning-center/videos/ubt-business-ach-first-time-login

This brief tutorial walks you through the process of logging into the new UBT Business ACH platform for the first time.

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Business
Treasury Management

7/29/2024

UBT Business ACH: Managing Recipients

https://www.ubt.com/learning-center/videos/ubt-business-ach-managing-recipients

This brief tutorial demonstrates how to manage payment recipients (businesses or individuals) in the new UBT Business ACH platform.

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Business
Treasury Management

8/11/2025

New for 2026: Mandatory Roth Catch-Up Contributions for Highly Paid Participants

https://www.ubt.com/learning-center/videos/new-2026-mandatory-roth-catch-contributions-highly-paid-participants

John Nownes provides an update on mandatory roth catch-up contributions.

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Business
Investing
Wealth Management

9/27/2019

Retirement Readiness in :90 - Target Date Funds

https://www.ubt.com/learning-center/videos/retirement-readiness-90-target-date-funds

We often hear that investing is hard to understand from people ready to save for their retirement. We're here to help!

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Personal
Retirement
Early Years

9/13/2024

Types of home loans

https://www.ubt.com/learning-center/guides/types-home-loans

Union Bank offers fixed rate, jumbo, adjustable rate, Federal Housing Administration (FHA), First-time homebuyer (NIFA), VA Loans, and other specialty loans.

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Personal
Owning a Home
Mortgages

10/13/2020

New multifactor authentication options are here

https://www.ubt.com/learning-center/blogs/new-multifactor-authentication-options-are-here

Keeping your money and information safe is important to UBT. That’s why we’re rolling out new multi-factor authentication (MFA) options for UBTgo.

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Personal
UBTgo
UBTgo
Fraud