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Umpqua Assist

 

You like charting your own course. We’ll help you navigate.

Invest your way.

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You're a self-directed investor and want a digital platform that provides support for your investment decisions. But what if you need some trusted advice and insights along the way? With Umpqua Assist, you'l get the digital tools you need, plus access to dedicated investment consultants who are ready to talk ideas and provide guidance, whether by phone or email.

 

Backed by technology, supported by experience. That's Umpqua Assist.

Why Umpqua Assist?

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Online convenience

 

Life’s busy. With Umpqua Assist, you can research and make decisions about the direction of your portfolio anytime, anywhere, with no hidden fees or restrictions.*

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Clear minimums

 

Our straightforward pricing model is built to support the way you want to invest. Start with a minimum investment of $25,000 and grow from there.

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Control plus

 

Your investment consultant can help you develop a plan and choose the path that best fits your goals, opinions and risk tolerance. Receive personalized support from real people, including one-on-one reviews.

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Diverse investment vehicles

 

Choose from a robust suite of investment vehicles using risk tolerance and asset allocation, including advisory and transaction-based investing. Available investments include stocks, bonds, mutual funds, ETFs and more.

Ready to get started?

Explore other Umpqua wealth solutions

 

Ready to have your insights taken seriously?

Let's start a conversation.

Note: This mailbox does not manage account-based service requests. We suggest you not provide account information or trade requests, as they cannot be processed through this form. Instead, please contact your Umpqua Financial Professional directly. Thank you.