For Investors

If you have questions about your accounts, please contact your advisor or financial organization. Pershing cannot respond to direct inquiries from investors.

Our job is to work behind the scenes, using 75 years of experience to support leading financial organizations around the globe. When your advisor works with us, you can feel confident in our proven track record of reliability as the industry's largest provider, with more clients who clear with us than any other firm.

Through Pershing, your financial organization enjoys access to the most advanced investment capabilities available, from fast, precise trade execution and settlement to accurate, timely account statements. We offer a wide range of cutting-edge solutions to help your investment professional meet your needs, including Web and wireless investment channels, retirement products, high-net-worth services, no-transaction-fee mutual funds, and much more.


  • Strength and resources. Pershing has approximately $1.5 trillion* in global client assets (Pershing LLC and global affiliates).
  • Quality service. Our sophisticated technology handles administration and processing, so your financial organization can focus on your investment program.
  • Comprehensive products and services. We give your financial organization the full array of tools it needs to help you meet your investment objectives.
  • Data integrity. We safeguard your personal data and account information with comprehensive security methods, extensive back up systems, and well-developed contingency plans.
  • Privacy. The confidentiality of your personal information is carefully protected with an array of advanced physical, electronic, and procedural safeguards.

For more information, please contact your financial organization.

*As of December 31, 2014.

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