[Insert FI Name]
Get Started
Welcome aboard
Hi Charles, you're in.
Let's put your money to work.

You've taken the first step toward building your financial future, and we're excited to help you every step of the way. With Unifimoney, you can invest directly from [Insert FI Name's] digital banking experience—simply, securely, and without juggling multiple apps.

Your investing options
Invest Your Way
Robo Advisor
Let our Robo Advisor automatically invest based on your goals and risk tolerance.
Self-Directed Investing
Trade stocks and ETFs with as little as $5 and build your portfolio exactly the way you want.
Digital Assets
Diversify your portfolio with access to more than 80 digital assets alongside your traditional investments.
How it works
Getting Started Takes Minutes
  • 1
    Log in to [Insert FI Name] online or mobile banking.
  • 2
    Look for the Unifimoney tile.
  • 3
    Fund your investment account directly from your [Insert FI Name] account.
  • 4
    Choose how you'd like to invest.
  • 5
    Start your investing journey with confidence, all within the institution you already trust.
Fund Your Account →
Need help? Reach us anytime
appsupport@unifi.money

Welcome aboard — we're excited to be
part of your financial journey.

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Unifimoney

Investment Advisory Services offered through Unifimoney RIA QOBZ, LLC, an SEC-registered investment advisor, are not FDIC or NCUA insured, are not deposits or obligations of the financial institution, and may lose value. All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation, Registered SEC, FINRA broker dealer and member SIPC. Banking services are provided by First Fidelity Bank, Member FDIC. Cryptocurrency services are offered through Gemini Trust Company; digital assets are not FDIC or SIPC insured. Not all products are suitable for all investors. Please review our Form CRS and ADV filings, and visit www.unifimoney.com/legal for full disclosures and more information.

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