An Easier Way to Manage Your Clients' Documents Issue 11, 2010 20091231 2 In conjunction with the release of NetX360™, our complete technology solution to efficiently manage all of your business, Pershing announces the availability of a new, streamlined version of e-Document Suite™. The new e-Document Suite allows you to access electronic copies of your clients' monthly brokerage account statements, Quarterly Performance Reports, Year-End Account Reports and a growing list of investor communications.
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An Easier Way to Manage Your Clients' Documents

Issue 11, 2010

In conjunction with the release of NetX360™, our complete technology solution to efficiently manage all of your business, Pershing announces the availability of a new, streamlined version of e-Document Suite™. The new e-Document Suite allows you to access electronic copies of your clients’ monthly brokerage account statements, Quarterly Performance Reports, Year-End Account Reports and a growing list of investor communications. Other enhancements include:

  • Easy-to-navigate interface
    All documents, are accessible from a single tab, including your favorites and the results of your requests
  • Dynamic search capabilities
    By simply typing a document name in the search box, you can find your requested document type
  • Ability to create a list of favorites
    Create your own favorites page containing your most vital documents
  • Larger search result
    e-Document Suite will now return up to 3,000 documents per search, an increase of 2,000 documents from the previous site
  • Retention time
    The suggested retention time for each document is displayed
  • Expanded array of investor communications
    New client communications are being continually added to the available electronic documents
  • Fast access
    Documents are now automatically retrieved when you view an account in the Accounts tab

For more information, please visit e-Document Suite located in the Service & Operations tab via NetX360 or contact your home office.

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