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Working for You

Pershing works behind the scenes to help financial institutions serve investors like you. We bring your advisory team a complete array of solutions, which they tailor for you to help you achieve your goals.

Proven. Tested. Trusted.

For more than 80 years, we have been committed to safekeeping, servicing and reporting assets for investors. 

Critical to the Global Banking System

We are held to the industry’s highest standards for liquidity, capitalization, government scrutiny and transparency.

Safeguarding Assets

Pershing protects client assets through rigorous internal control measures. Learn how we protect of your assets and about the strength of Pershing.

User-Friendly Technology

Access your accounts anytime, anywhere through the mobile app and investor portal. 

Keeping your Privacy a Priority

We carefully protect your personal information and assets with layers of advanced physical, electronic, and procedural safeguards, as well as our cybersecurity and business resilience protocols. See our privacy statement. If you have questions about your account, please contact your financial advisor directly.


Understanding the Protection of Client Assets

Pershing remains committed to the protection, servicing and reporting of assets for investors.

Featured Solutions and Resources