Univest Securities Account Type

Univest Securities offers a variety of account types to cater to different investors' needs. The main account types include:

• Individual Accounts: Designed for retail investors seeking personalized investment solutions. These accounts provide access to a wide range of financial instruments such as stocks, bonds, ETFs, and mutual funds, allowing individuals to manage their investments independently or with advisory support.

• Institutional Accounts: Tailored for corporate entities, hedge funds, pension funds, and large-scale investors. These accounts are designed to meet specific institutional needs, such as liquidity management, risk mitigation, and regulatory compliance, offering specialized services including capital markets access and custom investment strategies.

• Retirement Accounts: Includes options like Self-Directed Traditional IRAs and Roth IRAs, allowing investors to save for retirement with tax advantages.

• Fee-Based Accounts: These accounts may charge fees based on the services provided rather than per transaction, suitable for investors looking for comprehensive financial management.

• Money Market Accounts: These accounts offer a combination of checking and savings features, providing liquidity while earning interest.

Univest Securities Broker Account Opening Process

Opening a broker account with Univest Securities involves several straightforward steps:

• Visit the Website: Go to the Univest Securities website to start the application process.

• Complete the Online Application: Fill out the online application form with your personal information, including identification details and investment experience.

• Submit Required Documents: Upload necessary documents for identity verification, which may include a government-issued ID and proof of address.

• Account Verification: After submitting your application, Univest Securities will review and verify your information. This process can take from a few minutes to a couple of days.

• Deposit Funds: Once your account is approved, you will need to deposit funds into your brokerage account. This can typically be done via bank transfer, and many brokers do not require a minimum deposit.

• Start Trading: After funding your account, you can begin trading various financial instruments offered by Univest Securities.

For more details, you can refer to the official website: Univest Securities.