The SELECTBENEFIT Individually Directed Account offers trading in publicly traded stocks, bonds and mutual funds. The service offers access to account balances via:
- the Internet
- Voice Response Unit (VRU)
- Call center
UBOC also offers on-site employee education as part of the program.
San Francisco-based UBOC’s institutional services trust division has more than $138 billion in assets servicing the 401(k), employee benefit trusts, custody, corporate trust and investment management markets.