Is it safe to link my portfolio with Univest? Does Univest share my portfolio data with anyone?
Can any of my friends or non friends see my portfolio
Can I connect multiple brokers to my portfolio?
I can't see my broker as an option to connect? Which all brokers are not supported on Univest?
I can't see my broker as an option to connect? Can I manually upload/ create a list of my holdings
There's a mismatch in the actual holdings and that I see on Univest app. Why?
I can see an option to chat with my friends? It is asking to share my contact book, is it safe to share my phonebook
I can see an option to chat with my friends? Are the chats safe?
I don't see many of my friends on Univest? Can I invite them?
Does Univest have a referral program/ Will I earn anything if I refer my friends?
I see a light bulb and a hashtag (#) in my chat screen. What are these?
Can I update my name, email or phone number linked to my account
Can I delete my account
Is the data being shown on Univest accurate?
I can see buy-sell-hold options on my portfolio, what does that mean? Should I sell the stocks that show a SELL badge?
What are the risks? How are they managed?
How safe is the invested money? Who is this money lent to?
How can I withdraw my money? Are there any charges?
Are there any additional / processing charges while investing or withdrawing?