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Your Financial Partner for Life

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Brokerage & Insurance Services

Clients of The Private Bank have access to UnionBanc Investment Services,1 a subsidiary of Union Bank, for transactions involving stocks, bonds,2 and a large range of mutual funds, as well as other risk management strategies.

The Managed Account Solutions3 program, also offered through UnionBanc Investment Services, leverages the expertise of a select group of asset managers, as well as asset allocation strategies, ongoing manager research, and portfolio monitoring. This program can help you diversify your holdings in alignment with your specific risk profile.4 For more complete information about the Managed Account Solutions program, including objectives, risks, charges and expenses, your Financial Advisor will provide you with the appropriate ADVs and prospectuses that pertain to the specific program you are interested in. Carefully read these documents prior to investing.

Your insurance portfolio should protect what you've earned and preserve your wealth for future generations. Clients who need insurance for estate or financial planning or for business or personal protection also have access to UnionBanc Insurance Services1, the insurance division of Union Bank. Their specialists will help create a plan and then provide convenient access to the coverage you need.

Also through UnionBanc Investment Services, a Portfolio Connection® brokerage account allows you to consolidate your investments and cash management5 services into one integrated account.

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Mutual Fund Investing involves risk, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of the money market funds carefully before investing. The prospectus contains this and other information about the funds. Please read it carefully before investing. To obtain a prospectus, please contact Fidelity at (800) 840-6333 or funddocuments@fmr.com.
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Wealth Planning
Wealth Planning
A strategic wealth plan to help you achieve what is important to you.
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Trust Services
Trust & Estate Services
Solutions to protect your legacy.