$25 Affiliate Bonus Terms & Conditions

In order to be eligible for the $25 bonus, you must open and fund your account between 03/01/2021 and 04/30/2021 make a minimum investment of $25 into your UNest account. Gifts will be paid out within 7-10 business days of your first investment being debited from your account. Investors who close their account within 10 days of opening will not be eligible for the gift. Investors will be paid $25 towards the first child added to their account and will not be paid $25 for each additional child. You may make a withdrawal on principal from your UNest account at any time; however, the $25 bonus will not be eligible for withdrawal for 90 days from the date it was paid. Accounts that are otherwise not in good standing will not qualify for the promotion. This can include not passing AML or KYC requirements or providing invalid banking information. This $25 gift is made at the sole discretion of UNest. All investments must be made in accordance with the UNest terms and conditions.

Affiliate Bonuses are a limited time offer. Rewards are in the form of a purchase of investments in your UNest account. Investments are purchased once your account is approved and you have completed your first investment. UNest defines an account in good standing as a verified account with a successful investment. UNest reserves the right to restrict or revoke this offer at any time. Gift amount subject to change at the discretion of UNest Advisers, LLC.

These terms were created by UNest Advisers, LLC, an SEC Registered Investment Advisor and a member of FINRA. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your objectives, UTMA plan tax considerations, and UNest pricing before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide brokerage services. See UNest Brochure for additional information about risks. Read more important disclosures.

Disclosure

College Savings Calculator is a hypothetical tool that demonstrates how monthly contributions, age-based asset rebalancing, and tax savings may impact the long-term value of your account, and do not take into account a portfolio’s underlying investment management fees. Calculations assume the private institution cost inflation is 2.8%, public out of state cost inflation is 3.9%, public in state cost inflation is 2.7%. Portfolio is assumed to have only stocks and bonds. Monthly equity returns are based on the historical data from the 10-year track record of the stock market (SPY). Monthly fixed income returns are based on the historical data from the 10-year track record of the bond market index (AGG). The current college expenses are provided by the collegeboard.org. Actual account performance may differ due to market fluctuations, changes in recurring investments, and asset allocation. The information provided here is for illustrative purposes only and does not represent actual or future performance of any investment option and is not intended to predict or project the investment performance of any security or index.