Pershing

Pershing Launches New Go Paperless Service

Issue 8 - July / August 2009

Pershing is taking another major step in its ongoing initiative to make it easier for you and your clients to “go paperless.” Last month, we launched myedocumentsuite.com, a new online service that offers electronic delivery of brokerage account statements and trade confirmations.

Officially launched on June 20, the new self-service site allows your client’s to create their own user ID and password, turn off paper for their accounts held at Pershing and view, print and download electronic documents. Going paperless is not just an environmentally friendly choice—it’s also good practice. Electronic delivery of brokerage account statements and trade confirmations provides a number of benefits for investors, including:

• Increased security and privacy
• Anytime, anywhere access
• Centralized record keeping
• Convenience and flexibility

To highlight our commitment to the environment and celebrate the launch of this new paperless alternative, we have teamed up with the Arbor Day Foundation to plant one tree for each account that is enrolled in electronic delivery between July 1 and December 31, 2009, to a maximum of 250,000 trees. The Arbor Day Foundation is the largest nonprofit tree planting organization in the United States, planting and distributing more than 12 million trees each year.

A library of turnkey marketing materials is available for your use, to help you promote e-delivery. Visit the Material Catalog in The Source via NetExchange Pro® or in Resources via NetX360™ (keyword search: paperless) to view and print PDFs of these marketing tools.

Many of your clients are ready to make the move to electronic documents—encourage to them make the powerful choice to go paperless. If you have any questions about electronic delivery, please contact your home office or Account Manager.

For Professional Use Only.