Pershing
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?