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.
We take a comprehensive and collaborative approach to your investment journey. With a robust process to select investments backed by data-driven and in-depth research, and insight from your advisor, we can guide you to an investment plan that makes the most sense for your personal financial objectives. Are you ready to start investing with UMB? Connect with us at 800.842.9999.
Investing with advisor assistance1
Investors who would like to work with a financial advisor to develop a diversified portfolio based on their goals and risk tolerance, which can include ongoing account monitoring and rebalancing services with UMB Fund Advisor.
Custom portfolio construction and management3
We deliver a full-service experience with a dedicated wealth advisor team providing customized investment guidance based on your goals.