UNest offers a tax-advantaged investment account for kids that you can conveniently manage through the UNest mobile app. Born with the idea of helping parents provide a financial plan to invest in their children’s future and dreams, UNest offers total flexibility. You can use the funds to help them pay for education, a wedding, their first home, or anything else to improve their financial future.
After listening to parents and families, UNest realized that current saving plans and schemes do not provide the service and saving plans that they needed. Therefore, they created new college saving plans to save and invest in your children’s education to provide easier financial planning and services for families who want to start saving for their kids’ education and future.
UNest tax-advantaged investment account offers adaptability and flexibility while giving you control over your money. The investing account has five different options to suit different needs, including age-based. You can set up and update auto-deposits to easily invest and access all the account information easily through their mobile app. Keep control of how your money is spent and invested until your kids become adults.
As part of their tax-advantaged investment account benefits, they also offer rewards to earn extra money on brands you love. And with their new feature, UNest gifting, you can invite your friends and family to contribute to your child’s account for birthdays, holidays, or other special occasions.
UNest for Employers
If you want to offer your employees save for their kids’ future, UNest can save your employees thousands in fees over the lifetime of an investment plan. If you are interested in learning more about this partnership as an employer, schedule an intro call with a UNest account manager who can help you set up a plan to reflect your organization’s objectives. They will provide an educational session and demo to help your employees with their account setup. A simple, easy way to show your employees how much you care.
Best Investment for a Child’s Future
UNest believes everyone’s children should have a better future. Born to help parents save money easier to improve their kids’ futures, you can use the funds to buy them their first car, help them purchase their first home, support them through education costs, or any other dreams you have for your children.
UNest App: Manage Your Tax-Advantaged Investment Account
You can download UNest app to start investing in your child’s future. As one of the best college fund apps, UNest allows you to stay in total control of your savings: start with as little as a $25 investment, and use automation that adjusts your portfolio depending on your needs. Some of the key features the mobile app offers to manage your account are:
- Easy Setup: Takes less than 5 minutes
- Tax-Free Growth: Tax benefit earnings in your account
- UNest Rewards: Financial rewards for top brands
- Investment Options: Suited to your needs, age-based
- Flexibility: Use the funds how you want
- Control: Until your kid’s adulthood
- Easy Tracking: Adjust contributions, track your growth, and see your asset allocation
- Personalized Goals: Choose amounts based on budget and your child’s age
- Low Minimums: Start investing in your child’s future with as little as $25/month
- Secure: Bank-level security
How Much Does It Cost?
Before you download any new apps or join an investment group, you need to know how much it costs. The fees can eat into your investment budget, so you need all the information upfront.
UNest App Fee
UNest needs to be downloaded and installed from the app store on your mobile phone as a mobile app. If you use an Android phone, you’ll download it from Google Play, while iPhone users will download it from the Apple Store. UNest app pricing is free from both app stores. However, it does charge a monthly fee after you enroll.
UNest fees are based on two separate investment plans. The Regular Plan invests funds for a single child and charges a $3 per month fee, while the Family Plan allows you to invest for five children with a $5 per month fee.
How UNest Tax-Advantaged Investment Account Works
Start saving and investing in your children’s future dreams in easy steps:
- Open a UNest investment account in less than 5 minutes.
- Get personalized investment options to the age of your child.
- Set up auto-deposits according to your budget.
- Auto-adjust your investment portfolio depending on your needs.