Making sense of investing!
We believe in long-term investing with an emphasis on quality and diversification.
Invest in Your Future with a Roth IRA
Open a Roth IRA with us and enjoy tax-free growth on your retirement savings. Whether you're starting your career or mid-career, let's discover how.
Learn moreLow-Cost Index Funds for Long-Term Investing
Looking to invest for the long term? Consider our low-cost index funds which allow you to build a diversified portfolio that is actively managed by pros.
Learn morePersonalized Investment Advice from Financial Advisors
Get started on investing with one-on-one investment strategies. Work with our financial advisors to create a personalized investment plan that fits your goals.
Learn moreDiversify Your Portfolio with Alternative Investments
Explore alternative investments like real estate, private equity, and commodities that can help you build a well-diversified portfolio and attract guidance.
Learn moreLow Account Minimum
Minimum of $300 to open your account. You can transfer funds with electronic transfer, mail in a check, mobile check deposit, or wire.
Checking
Minimum of $300 to open your account. Balance of less than $1,000.00 will earn a great year-end rate of 0.1% APY.
Savings
Earn 1.80% APY on balances of $10,000.00 or more. Balances of less than $10,000.00 will earn a great year-end rate of 1% APY.
Premier
Minimum of $300 to open your account. You can transfer funds with electronic transfer, mail in a check, mobile check deposit, or wire.
We believe banking shouldn't cost you money
U+Plus Bank is rated #1 because we are committed to growing your savings. We Care.