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Cash Management

The Core of a Solid Financial Portfolio

Help investors simplify their finances with Corestone, our flexible asset management account that combines checking, debit card, bill payments and investing. Corestone can help strengthen the relationship between advisor and investor by bringing together nearly all aspects of the investor’s finances in one account to save time, streamline paperwork and more easily manage investment and cash assets.


Alternative Investment Solutions:
Want to diversify cient assets with greater transparency and selection?


Our Capabilities


Corestone makes it easy for investors to deposit, manage and track their money by providing: Direct deposit at no extra charge Online bill payment, 1  checking, debit card and the ability to facilitate mobile wallet transactions through services such as Apple Pay ® and Google Pay™ A debit card accepted in 24 million merchant locations worldwide and provides access to withdraw cash at over 1 million ATMs 2 A range of competitive sweep options to automatically invest the available cash in your account Access to payment systems, including Venmo and PayPal, to help investors easily move funds A checking account number that facilitates the transfer of funds via Automated Clearing House (ACH) 24/7 support via an 800 number Available to FINRA and non-FINRA registered broker-dealer firms.


Asset management accounts provide opportunities for deeper discussions with investors related to their financial health and goals, which can give advisors greater insight into investing, spending and lending patterns. As a result, advisors tend to develop stronger and broader relationships with their investors who hold asset management accounts.


Help your clients put their uninvested cash to work with an automated sweep of free cash balances into a money market mutual fund or FDIC-insured bank deposit product. An array of investment options available from industry-leading money market mutual fund providers and FDIC-insured bank deposit sweep products are available on our Cash Management Choice platform Convenience of daily rates on sweep products displayed on Rateboard, a function in NetX360 , our premier online advisor platform Some cash management sweep options are available to non-U.S. clients Contact your Pershing Relationship Manager for details

Access to BillSuite varies. Contact your Relationship Manager for more information.
Source: VISA, 2022.
The money market mutual funds available as sweep options on the Pershing platform only include funds with a constant net asset value (CNAV) of $1 per share. In
order to comply with SEC rules governing money market funds (MMFs) that became effective October 2016, all non-government money funds that seek to maintain a
CNAV of $1 per share are restricted to investment by retail investors only, defined as accounts registered to natural persons (not entities).
Pershing Advisor Solutions LLC, member FINRA, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Clearing, custody or
other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide
execution services. Bank custody and private banking solutions are provided by BNY Mellon, N.A., member FDIC, a wholly owned subsidiary of The Bank of New York
Mellon Corporation. Except with respect to uninvested cash held in a bank deposit account chosen by client as part of a sweep election, assets custodied at BNY
Mellon, N.A. are segregated from the general assets of BNY Mellon, N.A.

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