How do I contact Pershing?

Pershing can verify the balance of your account. If you need an account balance verification, please call Customer Service at 201-413-3333. For all other questions, please contact your advisor.

What are Pershing accounts?

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.

Who uses Pershing?

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 happened Pershing LLC?

Pershing LLC is a clearing house. Formed in 1939, Pershing became a subsidiary of The Bank of New York Mellon in 2003. The Bank of New York Mellon has more than $35.5 trillion in assets in custody.

Who owns Pershing clearing?

Pershing Group LLC
The Bank of New YorkMELLON CAPITAL MANAGEMENT CORP
Pershing LLC/Parent organizations

What is Pershing clearing number?

Instruct DTCC eligible securities and the Options Clearing Corporation eligible options to clearing broker number 0443. Instruct federal entry securities, for instance, Treasury notes, to BK OF NYC/PERSHING, ABA number 021000018.

Is Pershing owned by BNY Mellon?

Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc.

Which 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

Does BNY own Pershing?

Part of the BNY Mellon Family In 2003, Pershing was acquired by The Bank of New York, the longest-lasting financial institution in the United States.

Are BNY Mellon and Pershing the same company?

What is Pershing NetX360?

NetX360® is a single point of access for professionals to manage their business and support their clients’ needs by focusing on data and analytics to re-imagine the experience and support their needs.

Is Pershing LLC safe?

Is my money safe at Pershing LLC? A. Pershing is a member of the Securities Investor Protection Corporation (SIPC®). As a result, investor-owned assets held in custody by Pershing are protected by SIPC, up to $500,000 in value, including $250,000 for claims for uninvested cash awaiting reinvestment.