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Brokerage and Investment Services

UnionBanc Investment Services helps you invest in listed securities in all major U.S. markets. As a UnionBanc Investment Services customer you'll enjoy a high level of service—including professional assistance from our registered Financial Advisors.
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Compare Investments

View the diverse array of investment services we offer to match your short- and long-term goals
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Portfolio Connection

Portfolio Connection, our Asset Management Account, gives you the convenience of personal cash management and investment services integrated into one account
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Managed Account Solutions

The Managed Account Solutions program offers you a range of investment advisory solutions that leverages the expertise of a select group of asset managers as well as asset allocation strategies, ongoing manager research, and portfolio monitoring
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College Savings Plans

Let Union Bank and UnionBanc Investment Services help you save for college
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Annuities

If you're looking for tax deferral, guaranteed income, or other options to help fund your retirement, then an annuity may be a smart choice.
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FINRA BrokerCheck

Check the background of our firm at FINRA BrokerCheck
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Find a Financial Advisor
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Experts at Work
UnionBanc Investment Services Financial Advisors are committed to providing personalized attention and service.

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