Privacy Policy

Protecting the confidentiality of your nonpublic personal information is of paramount importance to Pershing Advisor Solutions LLC and its affiliate Pershing LLC. As such, Pershing Advisor Solutions maintains high industry standards in protecting and safeguarding such nonpublic personal information.

To what does this Online Privacy Statement apply?
This Online Privacy Statement applies to the personal information that we collect from or about you via this Pershing Advisor Solutions web site (this “Site”). This Site may contain links to other web sites, and this Online Privacy Statement does not apply to those sites. If you link to any of those sites, we recommend that you review their privacy policies. If we materially change our privacy policies or practices, we will also change this Online Privacy Statement to notify you of such changes.

What personal and technical information do we collect via this Site?
This Site will collect personal information that you voluntarily provide, such as your name, address, telephone number, or
e-mail address. This Site may collect information on what country you are accessing this Site from; information on which pages within this Site you visit; and certain technical information regarding your computer and operating systems, such as your Internet protocol address, domain name, and system configurations and settings. We will not know who you are unless you tell us. Additionally, if this Site is a password-protected site, then (a) once you submit your password and enter, this Site will recognize who you are and will collect all information that you submit, including all electronic instructions (including all transaction information), and (b) any information collected about you from this Site may be associated with other identifying information that we have about you.

On this Site, Pershing Advisor Solutions may use “cookies” in order to provide better service, to facilitate its customers’ use of the web site, to track usage of the web site, and to address security hazards. A cookie is a small piece of information that a web site stores on a personal computer, and which it can later retrieve. Pershing Advisor Solutions may use cookies for some administrative purposes; for example, to store its customers’ preferences for certain kinds of information. None will contain information that will enable anyone to contact its customers via telephone, e-mail, or any other means. You can set your web browser to prompt you before you accept a cookie, accept cookies automatically, or reject all cookies. However, if you choose not to accept cookies from this Site, then you may not be able to access and use all or part of this Site or benefit from the information and services which it offers.

How does Pershing Advisor Solutions use, share, and secure the information collected via this Site?
Pershing Advisor Solutions uses the information collected via this Site in accordance with our Privacy Policy.

How does Pershing Advisor Solutions protect your personal information?

  • Internal data security policies restrict access to nonpublic personal information to authorized associates. Pershing Advisor Solutions maintains physical, electronic, and procedural safeguards that are designed to comply with federal standards to guard nonpublic personal information. Associates who violate these polices are subject to disciplinary action, up to and including termination.
  • Pershing Advisor Solutions trains and educates our employees in the handling and safeguarding of personal information in accordance with applicable laws, rules, and regulations.