Becoming an UIS client is as easy as 1 - 2 - 3:


  1. Contact us at marketing@uisinvestment.com and one of our UIS advisors will reach out to understand your financial needs and advise you through the following steps. 
  2. Open and fund a brokerage account with TDAmeritrade or InteractiveBrokers. 
  3. Grant an UIS advisor access to your account.