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Access your investment account online

For your convenience, Univest Investments has provided a number of links to allow for easy access to your account.  Please be prepared with your new account number as issued by the investment company:

What about my brokerage account?

Univest Investment's online brokerage access is a great way for clients to see current balances and 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.

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.
41 West Broad Street
P.O. Box 197
Souderton, PA 18964

Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, and a licensed insurance agency. Univest Investments, Inc. is a licensed subsidiary of Univest Corporation of Pennsylvania. Securities and insurance products offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.

Already have a NetExchange Id? Click here to access your brokerage account.
Click here to establish an online brokerage ID.
Click here to view our commission fee schedule.