Worry-Free Investing,
Expertly Curated for You
Ready-made stock baskets designed by UTrade experts,
so you can invest with ease and confidence
*Terms and conditions apply.
STRESS-FREE INVESTING
Expert-curated WealthBaskets powered by UTrade’s trusted research and automated for you. Invest and relax, we handle the rest.
MAXIMUM GAINS
Our experts regularly review, rebalance, and reinvest your portfolio based on research driven allocations, so your money keeps working for you.
WORRY-FREE EXECUTION
Investments are executed through UTrade’s secure
platform, ensuring worry-free transactions every time.
ENJOY FLEXIBILITY
Withdraw anytime with zero exit fees. Get your funds back in as fast as 1–3 days, hassle-free.
Sign-up in minutes!
Easily move your funds from your Cash Vault to a WealthBasket.
Automated rebalancing and professional execution, we put our expertise and technology behind every Peso you invest.
FEATURED WEALTHBASKET
DIVIDEND INCOME WEALTH BASKET
Build a steady stream of income with the Steady-Divs WealthBasket, designed for investors who want consistent returns through high-dividend-paying stocks. This WealthBasket brings together companies across key sectors — including holding firms, property, telecommunications, industrials, services, banking, power, and mining — for broad diversification and reliable performance.
These sectors are known for strong cash flows, regulated revenues, and stable demand, supporting sustainable dividend payouts over time. To keep your WealthBasket aligned with market conditions, Steady-Divs is rebalanced twice a year based on UTrade’s latest research insights.
Curated by Unicapital Securities, Inc.’s Research Team.
Frequently Asked Questions
When you create and fund your WealthBasket account, you’ll be asked to choose a WealthBasket then our team of market experts will automate the investing for you. Each WealthBasket will be rebalanced based on the basket’s goal. You can opt for your dividends to be automatically reinvested.
Your investments under the UTrade WealthBasket are regularly reviewed, rebalanced, and reinvested by a team of market experts via UTrade’s secure platform. The WealthBaskets are rebalanced twice a year to consider market changes.
UTrade WealthBasket Accounts are designed for investors who want a fully automated basket. The UTrade Trading Account is more suited for active traders who prefer to conduct their own research, analysis, and trade executions.
Yes! If you already have a Trading account with UTrade, simply email support to request a WealthBasket account. Please note that these are two separate accounts with different login credentials.
Yes, just submit a withdrawal request through your user portal.
Withdrawals typically take 1-3 business days to process.
Your money in the cash vault does not increase or decrease, it is simply waiting to be invested into a WealthBasket.
There is no minimum amount aside from the initial investment minimum for each WealthBasket.
No, since the PSE trades in board lots there will be a portion wherein not 100% of the cash is invested.
WealthBasket Admin Fees
- 1% per annum based on the amount in the WealthBasket CashVault amount is not included)
- Calculated daily and deducted monthly
Transaction Fees
- (exactly the same as UTrade account fees)
Have a question that is not answered?
Important Information & Risk Disclosure
UTrade WealthBasket is provided by Unicapital Securities, Inc. (USI), a securities brokerage firm licensed by the Securities and Exchange Commission (SEC) and a member of the Philippine Stock Exchange (PSE).
Content on this website is intended solely to provide general information and does not reflect your personal investment goals, financial position, or tax and accounting circumstances. Nothing herein should be interpreted as personalized investment advice. Investors should carefully determine whether this offering is appropriate for their individual objectives prior to participation.
Perspectives shared reflect the views of the UTrade WealthBasket team at the time of publication and may be revised as market conditions change. These views are not assurances of performance nor forecasts of market outcomes. Any reference to specific securities is merely illustrative in nature and should not be relied upon as a basis for any investment decisions. Information is obtained from sources believed to be dependable, though its accuracy and completeness assured.
All investments involve risk, including the possibility of loss. Historical performance should not be viewed as a guarantee of future results, and this product may not be suitable for all investors.