Start the year with $25—on us!

This new year, make a resolution to help your kids get their investment journey started early with a UGMA custodian account. We'll help you get started, with $25 deposited into your child's account for up to two new accounts opened during the month of January!

CLAIM YOUR $25 TODAY

See terms & conditions below for more details.

YOUR TAX SEASON SPECIAL

Invest in your child and get 3 months FREE!

What better way to use that tax refund than on your child? Open a kid’s investment account and we'll waive all account fees for your first 3 months!

START INVESTING TODAY

See terms & conditions here

Start the year with $25—on us!

This new year, make a resolution to help your kids get their investment journey started early with a UGMA custodian account. We'll help you get started, with $25 deposited into your child's account for up to two new accounts opened during the month of January!

CLAIM YOUR $25 TODAY

See terms & conditions below for more details.

Invest in your child and get 3 months FREE!

What better way to use that tax refund than on your child? Open a kid’s investment account and we'll waive all account fees for your first 3 months!

START INVESTING TODAY

What is a UGMA investment account?

Our kids' investment accounts are known as UGMAs. UGMA ("Uniform Gifts to Minors Act") accounts have been around since the 1950s and are a trusted way to help your child start their investment journey.

Invest in their futures

While your kids can’t invest when they’re minors, a UGMA allows you to invest on their behalf and gives their investments more time to grow.

More than college

Sure, a 529 plan is nice for education. But what if your budding artist needs a paint set for class? Or someday, a home or a dream wedding? A UGMA can be used for college and so much more.

Latte logic

Heard the saying, “Skip the latte, save the bucks?” With a UGMA, that daily $5 coffee could turn into a whopping $50,000+ in 18 years¹ for your child. Yep, that's the power of compound returns at work!

GET STARTED

A trusted way to invest in their futures

Asset management

Portfolios are managed by our SEC-registered partner, Fort Washington Investment Advisors, with over 30 years of experience and $79+ billion under management.†

Flexible portfolios

We’ll help you determine your risk tolerance and select the portfolio that works best for your child. Change at any time to adapt to your child’s life stage.

Security and privacy

Custodial accounts are SIPC-insured up to $500,000. We also use bank-level security and encryption to protect your sensitive information.

Low monthly fees

Many advisors charge commissions or a percentage of your assets. Here you’ll only pay $3/mo for one account, or $5/mo for multiple (that’s a flat fee, no matter how many accounts!).‡ If you qualify for this promotion, we'll waive the first 3 months of fees.

Set it and forget it

Automatic contributions make it easy to be consistent. You could contribute as little as $1/day, which adds up over time, from when they’re young to when they become an adult.

Personalized gifting

Share your child’s unique gifting link with family and friends—they’ll be able to send personalized gifts for birthdays, holidays, or just because. No more broken toys or clothes they’ll outgrow!

GET STARTED

2024 Tax Season Promotion Terms & Conditions
‍Updated Feb 29, 2024
‍
The Promotion
Beginning on April 1, 2024 12:00AM EST and ending on April 30, 2024 11:59PM EST (the “Promotion Period”), if you are a new custodian opening a UGMA account with Fort Washington Investment Advisors (“Fort Washington”) on the Fabric by Gerber Life platform (“FBGL”), Fabric will waive your account’s administrative fees for the next 3 months, provided the account remains in good standing and recurring contributions are made. This promotion is limited to new custodians who open a new UGMA account during the Promotion Period. This promotion is provided by FBGL, as solicitor for Fort Washington.

Eligibility
To be eligible for this promotion, you must (1) be a new custodian; (2) open at least one UGMA account during the Promotion Period; and (3) complete the setup of your UGMA account(s) with recurring contributions of at least $20 per month from a linked bank account.

To qualify as a new custodian, the user of the UGMA account must not have previously opened a UGMA account with Fort Washington on FBGL. FBGL defines a UGMA account in good standing as an account that (1) has not been suspended or had suspicious or fraudulent activity, as determined by FBGL in its sole discretion, and (2) has successfully deposited all recurring monthly contributions in the month(s) preceding the administrative fee waiver. If an account is not in good standing, the next applicable administrative fees will be charged.  In other words, in order to qualify for the May administrative fee waiver, a recurring monthly contribution must have occurred in April; in order to qualify for the June administrative fee waiver, a recurring monthly contribution must have occurred in May; and in order to qualify for the July administrative fee waiver, a recurring monthly contribution must have occurred in June.

Employees of Fort Washington, FBGL and any of their affiliates are not eligible for this promotion.

Additional Information
This promotion is a limited time offer. FBGL reserves the right to restrict, revoke or change this offer at any time at its discretion. FBGL is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion.

¹ To see illustrated value, interact with the slider here
† Registration does not imply any level of skill or training. Investments in securities involve the risk of loss. Assets under management are $79.8 billion as of December 31, 2023.
‡ For more info, visit https://meetfabric.com/legal/

© 2024 Gerber Life Agency, LLC

Fabric by Gerber Life is a brand of Western & Southern Financial Group, Inc. Western & Southern Financial Group, Inc. is the parent company of Fort Washington Investment Advisors, Inc.

Investment advisory services tied to the Fabric by Gerber Life platform are provided by Fort Washington Investment Advisors, Inc., an SEC registered investment adviser. Registration as an investment advisor does not imply any level of skill or training. Custody, brokerage, and clearing services are provided by Apex Clearing Corporation, a registered broker-dealer and member FINRA/SIPC. As a member of the Securities Investor Protection Corporation (“SIPC”), funds are available to meet customer claims up to $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, contact SIPC at (202) 371‐8300 or visit www.sipc.org. Please consider your objectives before opening an investment account. Investments in securities involve the risk of loss. A diversified portfolio does not ensure a profit or protect against a loss. Past performance does not guarantee future results.

Plan like a parent. is a trademark of Fabric Technologies, Inc.

Gerber Life is a registered trademark. Used under license from Société des Produits Nestlé S.A. and Gerber Products Company.

In the State of California, Gerber Life Agency, LLC is known as and does business as Gerber Life Insurance Agency, LLC.