Asset consolidation enables the transfer of your clients' existing directly held mutual fund positions, 529 plan accounts, annuity policy information and other outside assets into a brokerage account on the Pershing platform. The result includes many benefits for you and your clients, most notably asset consolidation onto a single platform.
Realize the benefits of asset consolidation:
Moving to a consolidated brokerage platform provides many benefits that solve the challenges presented by direct business.
Read more about how consolidation can help your relationship-building efforts.
Helping you build your business is just one key reason to consider asset consolidation.
Consolidation allows you to manage your accounts more efficiently through NetX360. One aggregated statement makes it simpler to see and manage client assets, including determining fees and providing tax reporting information.
Read more about how NetX360 can help simplify your consolidation efforts.
Asset consolidation offers your clients many benefits:
Read more about how asset consolidation benefits your clients.
The Advantages of Working with Pershing
Pershing at a Glance
* Pershing's excess of SIPC insurance coverage is provided by certain underwriters at Lloyd’s insurance market ($950M) and Axis Specialty Europe Ltd. ($50M).
** As of December 31, 2012
Please complete and submit the form below. All fields are required except where designated as optional.
If you do not wish to participate in your broker-dealer's mutual fund consolidation initiative, please complete and submit the form below. All fields are required except where designated as optional.