Self Service Online Trading

About Us

Manage a separate Self Service Trading Account online with the freedom to make your own decisions without the assistance of a financial advisor. Access your accounts at any time, from the comfort of your own home or office. A separate account is created for the purpose of Online Trading. Customer support is only available through select UVEST channels (phone, fax and email).

We are always looking for ways to serve you better and have partnered with UVEST Financial Services to provide you with access to enhanced product offerings. Recognizing the need for greater access to securities information and services, UVEST offers the power to efficiently utilize the Internet to direct your investment strategy and help you make informed decisions about your holdings. With the NetExchange Client there's no need to wait for your statement to check account activity, balances and market value. You get detailed information within seconds, 24 hours a day.

Empowering you with a high quality, cost effective means for managing your investments online. You direct your investment strategy with access to Portfolio Manager, Trading Manager, Market Watch, Quotes, News, and Research. Get the information at your fingertips, simple and convenient for you.

  • Access all your trading accounts with one convenient sign-in
  • Check account activity, balance, and market value, anytime
  • Direct your investment strategy with access to Portfolio Manager, Trading Manager, Market Watch, Quotes, News, and Research
  • Make informed investment decisions on a timely basis
  • Check status of orders
  • Review account transaction history
  • Create and track 4 model portfolios with up to 20 positions in each
  • Look-up symbols and access real-time quotes

Securities and Insurance Products are offered by, and Consultants are registered with, UVEST Financial Services and its affiliates, Member: FINRA / SIPC . UVEST and Bank of Stanly are independent entities.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

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.