What types of investment accounts are available at UBS?
Asked 4 months ago
UBS offers a variety of investment accounts that cater to different financial goals and investment preferences. Primarily, they provide brokerage accounts, which allow clients to buy and sell various securities, including stocks, bonds, and mutual funds. These accounts are ideal for investors who wish to manage their own investments actively.
Additionally, UBS offers managed accounts, where investment professionals actively manage the portfolio based on the client's individual objectives and risk tolerance. This option is suitable for those who prefer a more hands-off approach to investing.
For clients interested in retirement savings, UBS provides Individual Retirement Accounts, or IRAs, which come in traditional or Roth options. These accounts are designed to provide tax advantages to enhance retirement savings.
Furthermore, UBS has custodial accounts for minors, allowing parents to save and invest on behalf of their children.
Lastly, UBS offers specialized accounts like trust accounts and institutional investment accounts. Clients can explore specific offerings and features by visiting the UBS website where more detailed information is available, including contact details for personalized inquiries.
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