Need answers? Contact us to speak with an investment advisor

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:

American Funds

BlackRock Investment Management

Franklin Templeton

Jackson National Life Insurance Company

PIMCO Family of Funds


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

Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer and investment advisory subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.

Already have a NetExchange Id?
Establish a NetExchange Id
View our Commission Fee Schedule