If you are a confident and independent investor who prefers to dig into the investing details solo, we have a wide range of investment choices, data and tools at your disposal. With our online, self-directed brokerage account you can research, select, purchase, monitor and manage your investment portfolio.
If you are a confident and independent investor who prefers to dig into the investing details solo, we have a wide range of investment choices, data and tools at your disposal. With our online, self-directed brokerage account you can research, select, purchase, monitor and manage your investment portfolio. Differentiator component
Conveniently manage your brokerage account and trades online, and use our investor tools and research to feel confident in your selections.
Our fee structure is simple and straightforward. No hidden fees, no fine print. You can choose the level of service or support you want.
Whether you’re just getting started or interested in a more hands-on investing experience, UMB makes it accessible with no-minimum balance brokerage accounts.
Depending on your needs, we have several account options to choose from:
Health savings accounts (HSAs) are a strategic way to save for your future health expenses, from medical bills and hospital charges to prescriptions and long-term care premiums. Your HSA funds are yours until you spend them—no matter if you change jobs, retire, switch health plans or move to another state.
To help you optimize your HSA funds, UMB offers a unique investment opportunity with HSA Saver®*. HSA Saver is an investing platform that allows you to invest your health funds once you reach a minimum account balance of $1,000.
If you're interested in investment recommendations from a financial professional rather than a self-directed investment experience, connect with us at 800.842.9999. Our investment philosophy is collaborative with a comprehensive approach to your investment journey. Our data-driven investment selections and in-depth research, paired with insight from your advisor, can help guide your investment plan.
Find out more about working with a UMB financial professional to develop a diversified portfolio based on your goals and risk tolerance, which can include ongoing account monitoring and rebalancing services with UMB Fund Advisor.
We deliver a full-service experience with a dedicated wealth advisor team providing customized investment guidance based on your goals.