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Online Investment Platform

Investments for Individuals

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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.

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

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Please be advised that trade requests or other time sensitive account requests should not be made via the website as no assurance can be provided that the requests will be received or processed.

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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