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Umpqua Assist
You like charting your own course. We’ll help you navigate.
Invest your way.
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?
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.*
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.
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.
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.