Umb Financial Services, INC.

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Self-Directed vs Guided Investment Services | UMB Bank Skip to main content FDIC-Insured - Backed by the full faith and credit of the U.S. Government FDIC-Insured - Backed by the full faith and credit of the U.S. Government Search Search Login Investing With UMB Securities and insurance products are: NOT FDIC INSURED • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY LOSE VALUE How to invest with UMB Financial Services, Inc. We believe in tailoring your investment plans to fit your specific needs and goals. Self-directed investing Do-it-yourself investors seeking an online, self-directed brokerage account to research, select, purchase, monitor and manage their own investments. Investing with a financial professional Investors who would like to work with a financial professional to develop a diversified portfolio based on their goals and risk tolerance, which can include ongoing account monitoring and rebalancing services with UMB Managed Account Solutions. Compare SELF-DIRECTED INVESTING INVESTING WITH A FINANCIAL PROFESSIONAL Who best fits this investment style? Investment choices Minimum initial investment Online and mobile account access Dynamic financial planning Self-directed investing and trading Dedicated financial professional Personalized investment strategies and recommendations Investor tools and online research Phone support One-on-one consultations, dedicated support Active account monitoring and rebalancing* Fee types SELF-DIRECTED

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