With no proprietary mutual fund business to distract us, Pershing Advisor Solutions makes available to you unbiased access to the funds that you and your clients seek. Select from load and no-load options from leading families, as well as thousands of choices available with no transaction fees.
In addition, Pershing's global mutual fund marketplace can help reduce your operating expenses and headaches because it runs on our infrastructure, not yours. We make available a wide range of turnkey outsourcing solutions for fund screening and selection, administration and account management.
Keep pace with today’s fast-growing exchange-traded fund (ETF) market through ETF Center, located via the Markets & Research tab in NetX360. It provides access to searchable data on over 1,400 ETFs and exchange-traded notes (ETNs). You can buy and sell ETFs through a seamless connection to order entry. ETF Center helps you analyze and invest in ETFs. It also provides premium articles, research and tools through both Morningstar® and Lippertwo of the most respected names in the field of investment product research and data. In addition, you can access thought leadership content provided by BNY Mellon.
Contact us today to gain one-stop access to the funds and support you seek.
1 For additional information on any fund available through the FundVest programs, including charges and expenses, please consult the respective fund’s prospectus. Positions acquired without a transaction fee must be held for a six-month period to be eligible for a no-fee redemption. Any redemption made prior to holding the position for six calendar months, in any program, will incur a short-term redemption fee (unless otherwise specified by your firm). Pershing reserves the right to discontinue the FundVest programs at any time, at its sole discretion. In addition, Pershing reserves the right to change the funds available at any time.
2 FundVest Offshore is not available for retirement accounts.
3 Lockwood Advisors, Inc. (Lockwood) is an investment adviser registered in the United States under the Investment Advisers Act of 1940. Lockwood is an affiliate of Pershing LLC (Pershing), each wholly owned subsidiaries of The Bank of New York Mellon Corporation (BNY Mellon). The FundVest 200 list is intended for use by your firm and does not constitute investment advice from Lockwood to individual investors. No FundVest mutual funds managed by BNY Mellon affiliated investment managers were considered for inclusion in FundVest 200. Please refer to the FundVest 200 list of funds, available in FundCenter via NetX360, for more information and important disclosures regarding this program.
Mutual funds are sold only by prospectus and all funds may not be available in all jurisdictions. Please consult the prospectus of each individual mutual fund to obtain additional information, including an explanation of risks, fees and investment minimums.