Univest app icon - Finance app for iPhone

Univest

Aggregate accounts in one place

Univest Bank and Trust Co

4.82402
(7.8K ratings)
Finance Free iOS 18.4+

iPhone Screenshots

iPad Screenshots

Description

Aggregate financial accounts from multiple institutions into one dashboard. Track transactions, add tags and notes, and attach receipt photos. Set balance and transaction alerts. Manage budgets and view spending trends.

Univest is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other select banks and credit unions, into a single view. It’s fast, secure and makes life easier by empowering you with the tools you need to manage your finances. Here’s what else you can do with Univest. - Keep your transactions organized by adding tags, notes and photos of receipts and checks - Set up balance and transaction alerts to stay on top of account activity - Make payments, whether you’re paying a company or a friend - Transfer money between your accounts - Deposit checks in a snap by taking a picture of the front and back - Temporarily disable your debit card if you’ve misplaced it or report it lost/stolen - View and save your monthly statements - Find branches and ATMs near you Secure your account with a 4-digit passcode and fingerprint or face reader on supported devices.  To use the Univest app, simply download it and follow the prompts. Univest Bank and Trust Co. is Member FDIC.

App information from Apple App Store. Univest and related trademarks belong to Univest Bank and Trust Co.