Brokerage Online Investing Platform
Univest Investment’s online brokerage access is a great way for clients to be able to execute trades, see current balances, as well as look up transactions. The online platform utilizing NetExchange Client is the internet tool offered by Pershing, LLC, one of the largest clearing firms in the United States.
Already Have A NetExchange ID?
If you currently have a NetExchange ID, click here to enter the Pershing Net Exchange Client site.
Looking To Establish a NetExchange ID?
If you do not have an account with Pershing, please contact Univest Investments at 215.721.2112, or use the forms list below to obtain the appropriate form.
- Disclosure Agreement
- New Account Form
- IRA Adoption Agreement and Plan Document
- Account Transfer Form
- Net Exchange Client ID Form
- Margin Agreement
If you currently have a Pershing brokerage account through Univest Investments and would like to establish an online ID, click here to access the Net Exchange Client Form.
Once we receive your application and any applicable forms at the address below, we will provide you with a NetExchange ID and password.
Univest Investments, Inc.
14 N. Main Street
P.O. Box 64197
Souderton, PA 18964If you have any questions filling out the forms, please contact our Operations Desk at 215.721.2112.
To view our current commission/fee schedule, please click below.
Commission / Fee Schedule
Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.