Saturday, February 04, 2012

Discount Brokerage*

UVEST Financial Services

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.


Securities, advisory services and insurance products are offered through LPL Financial and its affiliates, a registered investment advisor, Member FINRA/SIPC. First City Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

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