Build your future where you bank — Roth IRA investing made simple.

We’ve partnered with InvestiFi* to bring you a powerful new way to prepare for retirement with a Roth IRA — right inside your existing online banking experience. Enjoy a user-friendly, secure investment portal designed to help you create long-term, tax-advantaged pursuit of your future goals. Open, fund, and manage your Roth IRA with ease — all in one place, with no additional apps to download.

Connect to the Investment Portal through your Digital Banking Account!

Why invest with InvestiFi:

• Contributing to a Roth IRA from your checking account makes it easy to put your money to work for your future — no need to transfer funds to a third party or wait days for deposits to clear. With seamless funding built directly into your digital banking experience, you have convenient access to contribute and start investing right away.

• Through a secure platform powered by InvestiFi, you can open and manage your Roth IRA with confidence. The experience is designed for investors at every knowledge level, offering a simple, straightforward way to begin addressing retirement with tax-advantaged growth. Whether you’re building a long-term nest egg or just getting started with retirement investing, you’ll have the tools you need to move forward.
• Managing your Roth IRA within the United Financial digital banking environment allows you to view and oversee your accounts — checking, savings, loans, credit cards, and now your retirement investments — all in one place. It’s a more complete and convenient way to take control of your financial future.
• Our commitment to supporting your financial goals also means you’ll have access to educational resources designed to make Roth IRA investing clear and accessible, whether you’re a seasoned investor or just starting your retirement journey.

Available for Personal Accounts 18 and over.
Investment advisory services provided by  AdvisiFi, LLC (“AdvisiFi”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or IMPORTANT DISCLOSURE: InvestiFi and its affiliates do not provide tax, legal, or accounting advice and the material has been prepared for informational purposes only. You alone are responsible for consulting your own tax advisor as to the consequences and reporting obligations associated with your specific situation. Accounts established through InvestiFi do not constitute a tax advisory relationship.
Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. AdvisiFi is a wholly-owned subsidiary of InvestiFi Inc (“InvestiFi”). Brokerage services are provided by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC. Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. Brokerage and advisory accounts are not held with the financial institution and are held with AdvisiFi, InvestiFi Securities, and RQD, respectively. You may check the background of these firms by visiting FINRA’s BrokerCheck. Cash and securities offered by InvestiFi Securities and held by RQD are (1) not insured by the FDIC, NCUA or other government agency, or by any private insurance offered in lieu of FDIC or NCUA coverage, (2) not guaranteed, (3) not financial institution deposits or obligations, and (4) may lose value.

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