Online Investing with Unifimoney

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What sets Unifimoney apart from other investing apps?

Unifimoney is built to give you more choice, convenience, and confidence in managing your money. Unlike single-focus investing apps, Unifimoney offers stocks, ETFs, precious metals, and cryptocurrency all in one place. You can choose self-directed investing or let our automated robo-investing platform do the work for you, using professionally managed portfolios.
We also integrate directly into your financial institution’s app, so you can invest without opening new accounts or juggling multiple logins. It’s investing that fits seamlessly into your existing banking experience.

Can I transfer existing investments from another brokerage to Unifimoney?

Yes. You can transfer investments from another brokerage through an ACAT (Automated Customer Account Transfer Service) transfer. This allows you to move eligible securities without selling them first, so you avoid triggering a taxable event. The process is straightforward, just reach out to the Unifimoney support team at [email protected]. Transfers typically take 5–7 business days.

Is my money and personal data secure?

Yes. Unifimoney uses industry-leading security protocols, including bank-grade encryption to protect your personal data and transactions. Your investment accounts are held by Apex Clearing Corporation, a FINRA-registered broker-dealer and SIPC member. SIPC coverage protects your securities up to $500,000 (including $250,000 for cash) in the unlikely event of broker failure. While SIPC does not protect against market losses, it does ensure the safety of your assets in custody.

Does Unifimoney offer financial advice or only self-directed investing?

Unifimoney offers both:

• Self-Directed Investing – You choose and trade your own stocks, ETFs, crypto, or precious metals.
  
  

• Automated Robo-Investing – A professionally managed portfolio tailored to your risk tolerance, managed by our registered investment adviser, Unifimoney RIA.
  
  

We don’t offer personalized one-on-one financial planning, but our robo portfolios are built using modern portfolio theory to align with your investing goals and time horizon.

What customer support options does Unifimoney offer? 

Please email [email protected]ey for any questions about your Unifimoney account.

What if I can't find the Unifimoney Tab?

If you cannot find the Unifimoney tab you can add it to your online banking dashboard by selecting the 3 little dots and then "Organize dashboard". Select "add a card" and then add the "Unifimoney" card to your listing.

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