Where can I find my Pershing account?
Please contact your advisor for assistance. You can find the company name on your statement, tax forms or your account application. Pershing can verify the balance of your account. If you need an account balance verification, please call Customer Service at 201-413-3333.
Does Pershing have an app?
BNY Mellon | Pershing Access on the App Store. This app is available only on the App Store for iPhone, iPad, and Apple Watch.
What is a Pershing brokerage account?
Pershing is a one-stop source for a range of individual retirement solutions—along with a wealth of tools and resources to help advisors grow their retirement business. Choose from Traditional, Roth, and Rollover individual retirement accounts (IRAs) that feature convenient account services and distribution options.
How do I contact Pershing?
Contact Us
Contact Pershing Advisor Solutions Customer Service at 1(877) 870-7230 between the hours of 9:00 to 6:00 EST with any inquiries regarding this system.
Who uses Pershing LLC?
Clients of BNY Mellon's Pershing include advisors, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers who represent approximately 7 million investor accounts globally. Over 100,000 professionals use our technology platform for advisors and broker-dealers.
What broker-dealers use Pershing?
Clearing firms used by the top independent broker-dealers Click column headers to sort fields…
Broker-dealer |
Clearing firm |
Invest Financial Corp. |
National Financial Services LLC/Pershing LLC |
investfinancial.com |
|
Investment Centers of America Inc. |
Pershing LLC |
investmentcenters.com |
|
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