Wednesday, March 10, 2010

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 offered by UVEST Financial Services, member FINRA/SIPC. UVEST and First City Bank are independent entities.

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First City Bank | 135 Perry Avenue, Fort Walton Beach, FL 32548

(888) 244-5151 | service@firstcitybank.com

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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