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Investment Solutions

Cash Management
Solutions

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.

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Alternative Investment Solutions:
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More Flexibility, Greater Convenience

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 ATMs2
  • 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.

Build Stronger Relationships

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.

Variety of Sweep Options

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.3

  • 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

Featured Solutions and Resources

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Consulting and Implementation

Accelerate your growth with the expertise of our team of professionals.

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Information for Investors

Account Balance Inquiries (201) 413-3333

©2024 Pershing LLC. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. All rights reserved. Brokerage custody provided by Pershing LLC, member FINRA, NYSE, SIPC, a BNY Mellon company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. Products and services described herein are intended for financial professional use. Pershing provides services to broker-dealers and registered investment advisors and does not provide services to the general public.

 

Information provided is for informational and educational purposes only and is not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Investing involves risk, including the possible loss of principal invested. Pershing does not provide legal or tax advice. Past performance is no guarantee of future results.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing.

 

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