UNest: College Savings App
| Category | Price | Seller | Device |
|---|---|---|---|
| Finance | Free | U-Nest Holdings LLC | iPhone, iPad, iPod |
After making the plan, the U-Nest app securely links to your bank account to automatically transfer money each month into your child’s plan. The app also lets you understand with a glance at your phone, how close you are to reaching your savings goal so that your child can pay for their education, debt-free.
U-Nest is a fully accredited and registered Financial Advisor with the Securities and Exchange Commission and is backed by a team of experienced financial experts and advisors with decades of experience.
**KEY FEATURES**
Easy to Setup - Setup an account in five minutes. No long or confusing paper applications needed to start investing.
Tax-free growth - Stop worrying about your kids’ future and make the most of your investment returns via U-Nest tax-free college savings plan.
Easy tracking - Adjust your monthly contribution anytime, track your tax-free projected growth, and asset allocation for your account.
Personalized Goals - Establish your future goal with U-Nest college calculator and 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 contribution plans and manage transactions at the touch of a button.
Affordable – Start investing in your child’s future with as little as $25/ month. U-Nest makes saving easier for every budget group.
Security - U-Nest uses bank-level security and the strongest browser encryption to keep your sensitive financial data safe.
Flexibility - U-nest works by giving each of your kids a dedicated savings account. Set goals in seconds, view account balance, change contribution plans as per your budget, manage transactions, all from your mobile phone. Save money for kids and start investing to help your kids achieve their goals.
Personalized Investment portfolio - U-Nest picks the best investment portfolio for your child based on your child’s age and when they will need the money for their education. Your portfolio is constantly optimized to achieve the best asset allocation as your child becomes older.
Investments managed by Invesco - All your investments are managed by Invesco, one of the best investment management firms in the United States with over 80 years of experience managing over $988 billions in assets under management. It is indeed a great way to save and invest for your kids.
COST
U-Nest charges a simple monthly advisory fee of $3 per account*. The fee is collected by the same method of payment as selected for your investment contribution account.
HOW U-NEST WORKS
Your U-Nest 529 Plan is constantly optimized behind the scenes to ensure that your money is invested in the smartest possible way given the age of your child (and when they expect to need the money for their education) and the expected risks and returns of stocks, bonds, and other investment vehicles.
Further, with U-Nest you can adjust your monthly contribution at any time with the touch of a button, understand what your final savings amount will be given expected investment returns. U-Nest makes savings and investing for every income group so easy.
Save and invest for your kids’ future now!
*Other investment charges may apply. Please refer to the document for more details: https://u-nest.com/529_Program_Description.pdf
