Get early access

 

Features

  • Save for special milestones: Your kids’ education, wedding, first car, down payment on a house – whatever your dreams are for your child!
  • Investment Options: Flexible investment options tailored to your specific needs
  • Gifting: Your friends and family can contribute into the child’s account

Features

  • Save for special milestones: Your kids’ education, wedding, first car, down payment on a house – whatever your dreams are for your child!
  • Investment Options: Flexible investment options tailored to your specific needs
  • Gifting: Your friends and family can contribute into the child’s account
 

Amazon Gift Card Requirement: In order to be eligible for the $25 Amazon gift card, you must complete the following actions. 1) Submit your email address and phone number on the waitlist above. 2) UNest will notify you when the UTMA/UGMA beta is live. 3) Once the beta is live, download the UNest app and open and fund your UTMA/UGMA account. 4) Complete the UNest beta survey which will be sent to you after you open and fund your account. 5) Gift card will be sent to you within 3-5 days of survey completion.

Disclosure: UNest Holdings, Inc., is an SEC Registered Investment Advisor(“UNest”). 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,529 & UTMA/UGMA 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.     

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.