Advia Financial Advisors
Located at Advia Credit Union, Financial Professionals with our Advia Financial Advisors program offer a variety of insurance and investment products that complement those offered by the credit union.
- Annual Percentage Yield; subject to change. Dividends will be compounded and credited quarterly. For example, the beginning date of the first dividend period of the calendar year is January 1, and the ending date of such dividend period is March 31. All other dividend periods follow the same pattern of dates. The dividend declaration date is the last day of the dividend period and for the example above is March 31. If an account is closed before dividends are credited, accrued dividends will not be paid. A minimum average daily balance of $5.00 is required to earn dividends in the UTMA account.
- The age of majority, which is determined by the State of residence, is 21 for Illinois and Wisconsin and 18 – 21 for Michigan. For Michigan residents, the specific age of majority for a minor will be designated at the time the account is established with us.
- Must designate one adult custodian. Appointment of a Successor Custodian is strongly encouraged.
- There are no limitations on the type or number of transactions on this account. However, only the custodian is authorized to transact on this account until the minor reaches the age of majority. Checking Accounts, Certificates, and Debit Cards are not offered for this account designation.