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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.

  • 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 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/SIPC and a licensed insurance agency. Investment advisory services are offered through Girard Partners, a Univest Wealth Management Firm. These affiliated companies are licensed subsidiaries of Univest Corporation of Pennsylvania. Products and services offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.
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