UNest: Invest in Your Kids

About UNest: Invest in Your Kids

Save and invest in your kids’ future and receive gifts from your friends and family! The funds you save can be used for your kid’s college, their first car, place to live, wedding day, or any big step in their lives. Along the way, you will have the support of our experienced financial advisors. Sign up just takes 5 minutes. Tens of thousands of parents in our community are building a better future for their children - join us today!


***ABOUT UNEST***

UNest is a breakthrough tax-advantaged custodial account for minors that allows parents to save for more than just college. You get maximum flexibility in how you save for your child’s future: for your kids' education, for the first car, for the down payment on the house, or for their wedding day. You can also receive gifts for Christmas, Birthdays and other special occasions for your kids. Anyone can contribute into your child’s future - grandparents, friends and other family members.

UNest is a fully accredited and registered Financial Advisor with the U.S. Securities and Exchange Commission. The dollars you put towards your kid’s future are invested with one of the largest investment managers in the U.S.

Check out UNest’s additional benefits here: https://unest.co/


*** THE LOW-COST ALTERNATIVE ***

Traditional financial advisors often charge sales commissions and annual fees that eat into your earnings. That can add up to thousands of dollars lost over time. UNest membership is simple, affordable and transparent $3/month per account. We also offer a family plan and $6/month for families with up to five kids.

**KEY FEATURES**

Easy Setup - It takes only 5 minutes to set up your account!

Tax-Free Growth: Up to $2,100 of tax benefits every year on the earnings in your account. The first $1,050 in earnings are tax-free. The next $1,050 is taxable at the child's tax rate

Gifting - receive gifts from grandparents, friends and other family members into their child’s account

UNest Rewards - received financial rewards when you shop with the brands you love

Investment Options - Five investment options suited to your needs, including age-based

Flexibility - You can use funds for anything that benefits your child, not only college. There is no penalty for early withdrawals

Control - You control how the money is invested and spent until the child becomes an adult

Easy tracking - Adjust your monthly contribution anytime, track your projected growth, and see the asset allocation for your account

Simple and Fast - View account balance, change contributions and manage transactions at the touch of a button

Low Minimums – Start investing in your child’s future with as little as $25/month. UNest makes saving easy for every budget

Secure - UNest uses bank-level security and the strongest encryption to keep your sensitive financial data safe


*** IMPORTANT DISCLOSURES ***

The performance results for UNest investment account is based, in part, upon certain hypothetical assumptions which have been compiled by UNest. Hypothetical [Model] performance results may have inherent limitations, some of which are described below. No representation is being made that an investment account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently significant differences between model or forward-looking projections and performance results subsequently achieved by following a particular strategy. These returns should not be considered as indicative of the skills of the investment adviser. Investments in the investment account involve risk including the loss of principal.

INVESTING INVOLVES RISK. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS

*Other investment charges may apply. Please refer to the Program Description for more details: https://unest.co/advisoragreement/