Bank and Brokerage Custody

Flexible, scalable solutions for complex financial lives.

The Power of Integration - Bank and Brokerage Custody

A unified platform for bank and brokerage custody that is flexible and scalable is the key to becoming a premier wealth management firm.

Investor and advisor expectations call for efficiency, elegance and a seamless experience—all of which are mindfully crafted in our proprietary technology that provides access to the bank custody platform at BNY Mellon, National Association (BNY Mellon, N.A.) and the brokerage custody platform at Pershing LLC. We are the first in the industry to offer the choice and convenience of viewing both bank and brokerage custody platforms, within one technology experience.


Contact us today to learn how this state of the art technology to two custody platforms can help you run your business more efficiently and serve your clients more effectively.

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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