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Mutual Fund Only IRAs

Issue 13, 2010

Pershing’s Mutual Fund Only Individual Retirement Account (IRA) is ideal for your clients who invest primarily in mutual funds and can serve as a powerful asset gathering tool for you.

A Mutual Fund Only IRA may provide an attractively priced rollover option for your clients with 401(k)s at former employers or IRAs at mutual fund companies or other firms. Your clients will enjoy the convenience of a consolidated account statement, and they can achieve broad diversification across hundreds of fund families.1

¹ Mutual funds are sold only by prospectus and all funds may not be available in all jurisdictions. Please consult the prospectuses of individual mutual funds for a complete explanation of risks, fees, and investment minimums.

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