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.
Information at your fingertips, making it simple and
convenient for you.
Benefits:
- Access all your trading accounts with one convenient
sign-in.
- Check account activity, balance and market value,
24 hours a day. No need to wait for your statement.
- 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 the 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.
Open An Account:
Offered through UVEST Financial Services. To open an
account, please download and print a copy of the UVEST
Account Kit. We need your original signature and requested
information to comply with various regulations.
| Self Service Online Trading: Activation
Kit |
Return By Mail
Strategic Investment Group
PO Box 1517
Albemarle, NC. 28001 |
Return By Hand
Strategic Investment Group
132 North First Street
Albemarle, NC. 28001 |
|
Complete the requested information, sign and initial
where indicated and return the original documents to
us using one of the methods listed below. Once we receive
your application(s), we will process your account and
send you a welcome letter, via e-mail, that includes
your new brokerage account number and ID. To access your
account online, simply click the "Sign In" link
located at the top of this page or the appropriate "Quick
Link" located to the top-left of every page.
If you are unable to view the above form please download
and install Adobe
Acrobat Reader, the plug in for your computer which
enables you to view this type of document.
New To Brokerage:
If you don't currently have a Full
Service Brokerage account with Strategic Investment
Group, we welcome the opportunity to discuss your investment
goals. Please contact us for more details.
