As your business life gets busier, it becomes more important to access training at your own convenience. With that in mind, Pershing is pleased to announce the availability of our On-Demand Training to provide a 24-hour, instant-access online training tool for you and your sales assistants.

This new interactive training method lets you learn at your own pace and convenience, and comes with video demonstrations, audio, and attached training materials, such as Participant Guides and Task References. Our On-Demand Training can help you to increase efficiencies leaving you more time to focus on the needs of your clients.

Learn How to:

• Create a group of accounts, split-screen views, customize screen layouts, enter cost basis, and perform an account search
• Retrieve confirmations, statements, and tax documents, view and change reinvestment instructions, and view order statuses for trades
• Enter mutual fund purchase orders, mutual fund redemptions, equity-purchase and sell orders, and mutual fund exchanges

To access this powerful tool, log on to NetExchange Pro and click the Training Tools link located in the Learning Center of The Source. Be sure to revisit this page often—we will be adding more On-Demand Training as we create new topics. Or contact your home office for more information.