Discount Brokerage*
If you prefer to make your own investment choices, then consider opening an account with UVEST Financial Services. It’s a fast and economical way to execute your securities trades. To get started, download the New Account Application.
For Customer Service or to place a trade, simply call 1-800-277-7700.
We also offer On-line access and trading for existing Discount Brokerage clients. In addition to the power to place your own trade, you can access the following services: Portfolio Monitoring, Charting, News and Research and Ideas. If you would like to add this feature to your account please download the Internet Agreement & Activation Form.
Complete, sign and return the form to:
- UVEST Financial Services
Attn: Internet New Account Processing
P.O. Box 32757
Charlotte, NC 28232
*UVEST ant First City Bank are independent entities.