Intuitive financial planning — at your fingertips.
Your Huntington Hub hosts a set of intuitive digital experiences that can provide you with a holistic view of your financial picture. Having everything in one place allows you to collaborate with your Huntington advisor (or find one if you don’t already have one) to create your financial roadmap.
To access this digital suite, you'll need one of the following: $5,000 in total relationship balances†, Platinum Perks checking, SmartInvest Checking, Private Client account, a Huntington Managed Investment account¶, or a Private Bank account.
Benefits for you include:
Outside Accounts
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Advisor Connect
Match with an Advisor
My Plan
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Secure Vault℠
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† Your Total Relationship Balance includes eligible deposits held directly with The Huntington National Bank® (Huntington) or eligible investments made through our affiliate, Huntington Financial Advisors® (HFA). Eligible deposits include this account and any other consumer checking, money market, savings, certificate of deposit (CD), and individual retirement accounts (IRA) on which you are an owner. Eligible investments are those in your name made through Huntington or which HFA reports to our deposit system for inclusion in the Total Relationship Balance, and generally include investments (both IRA and non-IRA) held in brokerage accounts, certain direct investments in mutual funds and annuities, as well as advisory account balances. Investments held in IRAs and agency accounts with Huntington Private Bank® are eligible as well as personal agency accounts within the Trust Group that utilize your social security number, are also eligible. We figure the Total Relationship Balance each day by adding the qualifying balances (as we determine them) for all of your eligible accounts.
¶ A Managed Investment account is an account where a financial advisor provides and implements investment advice tailored to your unique goals and preferences in exchange for an ongoing fee. Qualifying Managed Investment accounts include an investment management account offered through the Huntington Private Bank® or an investment advisory account offered through the Bank's affiliated registered investment advisor, Huntington Financial Advisors®. Managed Investment accounts are subject to investment minimums and may not be suitable for all investors. Accounts titled as corporate, business, and/or trust are not eligible.
‡ Any information or results provided by this tool are hypothetical and may not reflect your actual return on investments or net worth in the future. The information provided by this tool is for educational and resource purposes only with the understanding that Huntington, its affiliates and/or its service providers, including InvestCloud, are not engaging in rendering tax, financial, legal, technical or other professional advice or services, or endorsing any third-party product or service. InvestCloud is not a Registered Investment Advisor. Any use of this information should be done only in consultation with a qualified and licensed professional who can take into account all relevant factors and desired outcomes in the context of the facts surrounding your particular circumstances. Neither Huntington and its affiliates nor InvestCloud guarantee the accuracy of this tool and results may vary based on the information inputted over time. NEITHER HUNTINGTON AND ITS AFFILIATES NOR INVESTCLOUD SHALL HAVE LIABILITY FOR ANY DAMAGES, LOSSES, COSTS OR EXPENSES (DIRECT, CONSEQUENTIAL, SPECIAL, INDIRECT OR OTHERWISE) RESULTING FROM USING, RELYING ON OR ACTING UPON INFORMATION IN THIS TOOL EVEN IF HUNTINGTON, ITS AFFILIATES AND/OR INVESTCLOUD HAVE BEEN ADVISED OF OR FORESEEN THE POSSIBILITY OF SUCH DAMAGES, LOSSES, COSTS OR EXPENSES.
Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. The Huntington Investment Company is a registered broker dealer, member FINRA and SIPC, and a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated.
Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investments Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, who offers securities and Managed Investment services. Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc.
Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.
Secure Vault℠ is a service mark of Huntington Bancshares Incorporated.
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