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About Us
Organization
Management Team
Customer Successes
History and Heritage
Awards
Frequently Asked Questions
Frequently Asked Questions
General
Are my clients' assets safe with Pershing?
Are my assets safe with Pershing?
Can you recommend another firm that works with Pershing?
How do I locate the name of a financial organization that clears through you?
Is Pershing privately held?
What are Pershing's affiliated companies and major lines of business?
Where are your headquarters and principal facilities located?
How many customer relationships does Pershing manage?
Are employees bilingual (English/Spanish and/or English/Portuguese)?
How many employees are dedicated to your correspondent clearing services division?
How can I contact Pershing by phone or mail?
Account Information
I need a copy of a previous monthly account statement or 1099 form. What do I need to do?
How can I sign up for electronic delivery of account statements or trade confirmations?
How do I change the address or any other information on my brokerage account?
Who opened an account for me?
How do I see my brokerage account information and activity on-line?