# UNest

> UNest is a fintech app that helps parents and families save and invest for children's futures through UTMA/UGMA custodial accounts, 529 college savings plans, and term life insurance.

## About
- SEC-registered investment adviser (UNest Advisers, LLC)
- Brokerage services through UNest Securities, LLC (FINRA/SIPC member)
- Clearing through Apex Clearing Corporation

## Products
- [Investment Accounts](https://unest.co/pricing): UTMA/UGMA custodial accounts for children
- [Life Insurance](https://unest.co/life-insurance): Affordable term life insurance through Ladder
- [College Savings](https://unest.co/insights): Educational content for parents

## Resources
- [FAQ](https://unest.co/faq): Common questions about accounts, fees, and investing
- [Blog](https://unest.co/insights): Financial literacy articles for families
- [Corporate Partners](https://unest.co/partners): Zero-cost employee benefit program
- [530A Trump Accounts](https://unest.co/trump-accounts): Upcoming 530A accounts for kids
- [Affiliate Program](https://unest.co/affiliate): Partner with UNest

## Legal
- [Privacy Policy](https://unest.co/privacy)
- [Terms and Conditions](https://unest.co/terms)
- [Investment Advisory Agreement](https://unest.co/iaa)
- [Important Disclosures](https://unest.co/disclosures)
- [Form CRS](https://unest.co/documents/UNest-Advisers-Form-CRS-2025.11.20.pdf)
- [Form ADV Part 2](https://unest.co/documents/ADV-Part-2A-Appendix-1-Wrap-Fee-Brochure-2025.11.20.pdf)

## Optional
- [SEC Rule 606 Disclosure](https://unest.co/sec-rule-606)
- [Calculator Disclaimer](https://unest.co/calculator-disclaimer)