Do I have to be a Uniting Church member to open an investment with UC Invest?

No, you don’t have to be a Uniting Church member to open an investment with us.

Is UC Invest under the government guarantee?

No. The products issued by UC Invest are not subject to the usual investor protections under the Corporations Act 2001 (Cth) and are not regulated by ASIC.

How do I open an investment? Do I need to come in person? Do I need to be identified?

Opening a New Investment Account is simple. Visit our website and click Open an Account. You’ll be taken to our secure online application form—just follow the steps to complete your application. You’ll need to be at least 18, have 5–10 minutes to complete the application, access to a mobile device, Australian residency, and a valid Australian Driver’s Licence or Passport. You’ll verify your identity via our secure digital verification service. For questions, call 1300 274 151 or email info@ucinvest.com.au.

No. UC Invest is unable to accept cash. We can transfer funds to or from your nominated external bank account.

What is TTS and how do we get it?

Telephone Transfer Service (TTS) is a staff-assisted transfer service to manage your investments over the phone. It is available during office hours. You can opt for TTS in the New Investment Application Form or by completing an Account Access / Change of Details Form.

Can I transfer funds to a third party?

No, funds must be transferred to a bank account in the investment holder’s name.

How do I access funds from my 31 day Notice Accounts?

To withdraw funds from your 31 Day Notice account, UC Invest must first receive your withdrawal request. You then wait 31 days before the funds are withdrawn. Complete and sign a Withdrawal Request form and send it to UC Invest by post, email attachment, or in person. Registered TTS users can do this via phone.

After I’ve given you notice, when does the 31 days start?

The 31-day countdown starts when your written request is received at the UC Invest office, or on the day your phone instructions are received through TTS.

Can I give 31 days’ notice using UC Invest Online?

No, however, you can view your investment balance and transactions via UC Invest Online.

Where does my gift go?

Your eGive contribution is given straight to your Congregation where it supports church operations and local outreach programs. No fees or charges are deducted.

Do I have to hold an account with UC Invest to use eGive?

No. eGive contributions can be debited from any Australian bank account or credit card.

What does eGive cost to use?

Nothing. UC Invest never charges you; your gift reaches your Congregation fee-free.

Can I elect to remain anonymous?

Yes. While monthly statements are sent to the Congregation, you can remain anonymous. Your personal details will be kept strictly confidential.

Can I alter my eGive request?

Yes. Update your details, amount, debit date, frequency, or personal information by contacting our office. You can postpone or cancel an individual transaction. Bank account or credit card details cannot be altered over the phone.

What is UC Invest Online? What can I do with it?

UC Invest Online helps you manage your investments. You can view investment details, balances, transactions, and statements online.

How do we register for UC Invest Online?

Complete an Account Access / Change of Details Form. Return in person or by mail. For new accounts, request access on the application form.

When do we get our UC Invest Online password?

Once processed, UC Invest will mail your Member Number and instructions for first-time login. You will set your password during this process.

Do I need a mobile phone to use UC Invest Online?

Yes, a registered mobile phone is required to receive SMS Security Codes.

What is an SMS Security Code?

SMS Security Code is a unique, single-use code sent via text message for certain online transactions and requests.

When does an SMS Security Code expire?

Security Codes expire in 5 minutes. Request a new code if it expires.

What if our SMS Security Code is not accepted?

It may be rejected due to expiry or errors. Request another code if needed.

How up-to-date is our account information?

Account balances and transaction history immediately reflect the most accurate information.

What accounts can we view in UC Invest Online?

Personal and organisation accounts are viewable if registered via the Account Access / Change of Details Form.

How can we view our transaction history?

Use the Account Information menu, Quick Links, or site map to access transaction history.

What are the oldest transactions we can view?

The oldest transactions available online are 2 years old.

What information is included on the Membership Details page?

Your registered contact information and a list of accounts and authorization limits.

Why am I prompted for an SMS Security Code?

Certain transactions and requests require extra security to protect your account and money.

Can I change any personal details online?

No. Currently, UC Invest Online does not allow personal detail changes.

What are my Questions & Answers?

Questions & Answers help identify you if your Member Number is locked or you forget your password. They enable online password recovery.

What if I forget my Questions & Answers?

You won’t be able to use online password recovery. Contact UC Invest for a manual reset.

How often should I change my password?

It is recommended to change your password every three months.

Will staff ever ask for my password?

No. Never share your password with anyone, including staff or family.

Where should I log in to UC Invest Online?

Always log in via ucinvest.com.au. Never click links in emails claiming to be UC Invest Online.

Will you ever send me an email requesting personal information?

No. If you receive such an email, notify UC Invest immediately.

What happens if someone discovers my password?

Change your password immediately if you suspect it has been compromised.

How do I reset my password after being locked out?

Contact UC Invest or use online recovery if Questions & Answers are set. Follow SMS code verification and answer your security questions.

What do I do if I’ve lost my Member Number?

Contact UC Invest to request a Member Number Confirmation Letter. Numbers are not disclosed over the phone.

How do we open an investment for our UCSA Congregation?

Complete the New Investment Application form. Signatories not previously identified must complete an Identity Verification Form. Return completed forms in person or by mail.

Can we pay in cash for our congregation?

No. Cash is not accepted. Transfers are made via the nominated bank account.

Can we have the option to write cheques?

Yes. Congregations may have a cheque book with the Easy Access account.

How do we change the signatories for the Congregation’s investments?

Submit a Signatory Authorisation Form signed by each authorised signatory, an Identity Verification Form if needed, and a copy of the minutes noting the changes.

How do Congregations withdraw funds?

Submit a Withdrawal Request or Additional Investment form via post, email attachment, in person, TTS, or UC Invest Online.

No. BPay facilities are currently unavailable.

Frequently Asked Questions (FAQ) | Help Centre

Frequently Asked Questions.

When it comes to investing, it’s wise to ask questions.
We’ve developed answers to the questions our team members are most frequently asked.

Whether it’s to do with general investment questions or privacy and security, you’ll find the answers here.
If you still can’t find an answer to your question, please Contact Us.