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Brokerage Services

If you prefer to manage all or a portion of your own investments, you can access a range of brokerage services through our subsidiary, UnionBanc Investment Services###DISCLAIMER:2_0 Investment Management and Brokerage Services###, while still receiving helpful guidance from your dedicated Financial Advisor.

Your Financial Advisor can help you:
  • Determine your short- and long-term financial goals and risk tolerance
  • Examine which investment solutions might best help you reach your unique goals
  • Execute trades and much more
Your Financial Advisor will recommend a plan of action based on your stated risk tolerance, time horizon, preferred allocation of assets, and other factors which may include some of the following solutions:
  • Stocks, exchange-traded funds (ETFs) and mutual funds
  • Fixed income securities###DISCLAIMER:2_0 Bonds### through a proprietary bond trading desk
  • Fixed and variable annuities###DISCLAIMER:2_0 Investment Management and Brokerage Services###
  • Portfolio Connection®—an asset management account—provides the convenience of investment and personal cash management services integrated into one account
  • Deposit Sweep Program to maximize earnings on uninvested cash###DISCLAIMER:2_0 Bank Deposit Sweep Program###
  • Margin Borrowing and Option Trading###DISCLAIMER:2_0 Margin Borrowing###
  • College Savings Plans to help you invest in your family's future
  • FINRA BrokerCheck—Check the background of our firm at FINRA BrokerCheck.
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tcm:9-73266 Check the background of UnionBanc Investment Services on FINRA's BrokerCheck. Go