Internet Discount Trading
UVEST provides Citizens Bank customers the online capability to open a discount brokerage account and manage their own investment portfolio, online 24-hours a day, 7-days a week — for just $24 a trade through UVEST's NetExchange Client service.
With the NetExchange Client feature, there's no need to wait for a statement to check your account's activity, balances and market value. You get detailed information within seconds, 24 hours a day. Along with this enhanced ability, UVEST offers a discounted commission schedule for execution and clearing of trades for investors who prefer to make their own decisions, without the assistance of a financial advisor. You can conduct trades and control your investment portfolio online with access to Quotes & News, Research, Market Watch, and more.
To trade online with UVEST’s Internet Discount Brokerage through Citizens Bank, all you need is:
- A Citizens Bank Checking or Money Market Account.
- Open an Internet Discount Brokerage Account,
click here and select "Open Account"
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For more information, call 800-604-9368 or email
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Bank Deposit |
Securities and Investment Advisory products are provided by UVEST Financial Services, Member FINRA, SIPC and a SEC Registered Investment Advisor. UVEST and Champaign Wealth Management are independent entities.
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.
