UNest: Investing for Your Kids app for iPhone and iPad

Imagine a brighter future for your kids, then take the first step in building it with UNest. Make bi-weekly or monthly contributions to your childs account and earn money from the brands you love when you shop.

UNest makes it easy to build a solid financial foundation. With a custodial account, smart investing tools, and a variety of options, we help you manage your family finances effortlessly.

A UTMA is the basis of every UNest account. This allows the funds you save to grow tax-free for the benefit of your child. In addition, the funds youve invested can be withdrawn and used for any child-related expenses without penalty.*
With our relentless dedication to building a safe and secure investment app, you can rest easy and focus on whats truly important to your family with UNest.


UNEST BENEFITS:

● INVEST
Make recurring contributions, track your investment growth, and choose from a simple selection of investment options.


● REWARDS
Stash more cash right into your child’s account simply by shopping at the brands you love. Earn rewards & discounts when you purchase products from within the UNest app.


● SECURE
Invest safely thanks to our industry-leading, bank-level encryption that helps keep your financial data secure.


● FLEXIBLE
Life getting in the way? No worries. Make free withdrawals for child-related emergencies* or use funds for any child-related costs such as college tuition or a down payment. Depending on your tax situation, your account may enjoy tax benefits.



● SUBSCRIPTIONS
Our Core subscription plan starts at $4.99/month, $39.99/year, or $149.99 for life and includes an expert-built diversified portfolio, opportunities to earn rewards, and helpful financial learning resources. There are no hidden costs or transaction fees, just one transparent payment. You can cancel your plan at anytime.


Download UNest and start building your child’s financial future today! If you have any questions, don’t hesitate to reach out at [email protected]


* Funds may be subject to capital gains tax


DISCLOSURES

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

Any and all offers related to cryptocurrency are made by UNest Crypto, LLC. This is not an offer to buy or sell any securities or invest in any particular strategy. This offer is not affiliated with UNest Advisors, LLC or UNest Securities, LLC.

Cryptocurrencies are not stocks and your cryptocurrency investments are not protected by either FDIC or SIPC insurance. Crypto Investing involves significant risk, including but not limited to market swings, and flash crashes. Cryptocurrency markets and exchanges are not regulated with the same controls and protections as equity trading. UNest Crypto accounts are not UTMA/UGMA’s. They are individual accounts in your name and are treated as such for tax, reporting, and legal purposes.

UNest charges a subscription fee for the services provided as part of UNest Membership, including personal use of the UNest app. UNest Holdings, LLC charges this fee; however, it also covers any advisory services UNest Advisers, LLC provides. You can manage your subscription by going to your account settings after purchase. Recurring billing, cancel anytime.

Please refer to the Program Description for more details at http://unest.co/iaa

Disclosures are available at http://unest.co/legal

For more details refer to our Terms at http://unest.co/terms

Privacy Policy available at http://unest.co/privacypolicy

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