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 888-645-4121 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 Citizens Wealth Management are independent entities.