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.
