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During your lifetime, you may have the opportunity to give someone else (up to four people) the authority to recommend grants from the account. Upon approval, the other person will be able to suggest grants at any time in any amount from the account until you revoke this authority. Revocation must be in writing.
Click on the link to submit an Account Access
form.
At anytime you may change the current information on your
account. Click on the link to summit an Account Change form.
Univest Trust Reporter is our new online resource to provide you with a quick and easy way to access your trust account. You can view your Portfolio Summary, Investment Holdings, Transactions, and Tax Lot reports in both numerical and graphical format.
Univest Investment Scorecard provides a picture of how your portfolio has performed over time, not just the past month or quarter. Investment Scorecard also compares your portfolio's performance to appropriate benchmarks reflecting your investment strategy.
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