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
Jackson National Life Insurance
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.
- If you currently have a NetExchange ID, click here to
enter the Pershing Net Exchange Client site.
- 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.
- 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.
Once we receive your application and any applicable forms at the
address below, we will provide you with a NetExchange ID and
Univest Investments, Inc.
14 North Main Street
P.O. Box 64197
Souderton, PA 18964
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