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Portfolio Connection

Portfolio Connection®###DISCLAIMER:2_0 Portfolio Connection### our Asset Management Account, gives you the convenience of investment and personal cash management###DISCLAIMER:2_0 Cash Management 2### services integrated into one account. Offered through UnionBanc Investment Services, the brokerage subsidiary of Union Bank, Portfolio Connection gives you the control and flexibility to meet your financial goals.

Integrated Money Management

Now you can consolidate such key financial components as investments and checking into one integrated account. UnionBanc Investment Services' Portfolio Connection takes the complexity out of managing multiple accounts and lets you enjoy a wide array of investment and personal cash management services.

Account Features Service Options
Simplified money management With one comprehensive statement, you can:
  • View portfolio value
  • Track brokerage
  • Track personal cash management transactions
Trading alternatives###DISCLAIMER:2_0 Portfolio Connection### Through your Financial Advisor, online, or by phone
Keep uninvested cash working###DISCLAIMER:2_0 Portfolio Connection### Earn income on uninvested cash in your brokerage account -- through the Bank Deposit Sweep Program or a tax-free money market sweep option.###DISCLAIMER:2_0 Bank Products###,###DISCLAIMER:2_0 Bank Deposit Sweep Program###

In addition to the normal risks associated with investing, an investment in a Money Market Fund is not insured or guaranteed by the FDIC or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
Quick access to your money###DISCLAIMER:2_0 Bank Products### Virtually anytime you choose, access your money by:
  • Check
  • Debit card
  • ATM
  • Telephone
  • Online
Personal cash management services with real convenience###DISCLAIMER:2_0 Cash Management 2### You get:
  • 24-hour phone transactions
  • Online transactions
  • Online Bill Pay
  • Direct deposit
Wide range of brokerage services###DISCLAIMER:2_0 Portfolio Connection### Choose from:
  • Mutual funds
  • Stocks
  • Fixed-income investments###DISCLAIMER:2_0 Fixed Income Investments###
Build assets with our Periodic Investment Plan###DISCLAIMER:2_0 Periodic Investment Plan### and Dividend Reinvestment Plan.

Use sophisticated credit and investing vehicles, such as margin borrowing and option trading (additional applications and approval required).###DISCLAIMER:2_0 Trading - Short###

Simplify your life. Combine your investments and personal cash management into one convenient money management account. Contact your Financial Advisor at UnionBanc Investment Services either by visiting the Investment Center located in your nearest Union Bank branch or by calling 1-877-634-3890 to arrange a convenient meeting.
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1-877-634-3890

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UnionBanc Investment Services can help you get on the right path.
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