UVEST Account Log-In

With a full service brokerage account at UVEST Financial Services, you can view your account portfolio online anytime. There is no fee for this online service.

To setup your UVEST account online, complete the UVEST Internet Agreement and Activation form. You will need Adobe Acrobat Reader installed to view and print the form. If you are unable to view the form, please contact us and we will mail or fax it to you.

After you have printed and completed the form, please mail or fax it to the address below. Once your UVEST account has been setup for online access, you will receive an e-mail with instructions on how to access your account.

Mail To:

UVEST Financial Services
Attn: Internet Accounting Processing
P.O. Box 32757
Charlotte, NC 28232

Fax To:

(704) 371-8034