UNest is an easy-to-use mobile app that helps you save and invest in your kids’ education. Your money grows tax-free when you use it for tuition, student housing, books, computers, and other educational expenses.
It’s a great way to invest in your kid’s future!
UNest is on a mission to eliminate student debt and provide financial products that make life better for all American families. UNest is a fully accredited and registered Financial Advisor with the U.S. Securities and Exchange Commission, and the dollars you put towards your kid’s future are invested with one of the largest investment managers in the U.S.
Using the UNest college savings app is a great way to save money for education in a 529 College Savings Plan. While most people use 529 plans to save for college, you can use them for all types of education. Compared to a traditional savings or investment account, UNest offers tax advantages on qualified education expenses. Check out UNest’s additional benefits here: https://unestapp.com/
- Create an account in just five minutes – no long, painful forms
- Link your checking account and automatically transfer money each month to secure your child’s future
- Use the mobile app to see how close you are to your goal
*** 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 by the time you’re ready to pay for college. UNest charges a flat, transparent $3/month per account.
Easy Setup - Everything happens in the app, no papers to print and mail.
Tax-free growth - Your money grows tax-free when you use it for tuition, student housing, books, computers, and other educational expenses.
Easy tracking - Adjust your monthly contribution anytime, track your projected growth, and see the asset allocation for your account.
Personalized Goals - Establish your goals with UNest’s college calculator. Choose an amount that is right for you based on your budget, your child’s age, and type of school.
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.
Flexible - Create separate accounts for each of your kids. Set goals in seconds, view account balances, change contributions, and manage transactions, all from the app.
Personalized Portfolio - UNest picks an investment portfolio based on your child’s age. The investment manager constantly optimizes the asset allocation as your child gets older.
Investments managed by some of the largest investment management firms in the United States.
*** COST ***
UNest charges a simple monthly advisory fee of $3 per account*.
*** IMPORTANT DISCLOSURES ***
The performance results for UNest’s 529 plan 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 a 529 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 a 529 plan 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://unestapp.com/529_Program_Description.pdf