Working Behind the Scenes for You

Pershing works behind the scenes to help financial institutions serve investors like you. In addition to statements, trade confirmations and other notices about your accounts, we bring to your advisory team a complete array of solutions, which they tailor for you so that you can achieve your goals.

Information for Investors

Pershing cannot respond to individual account queries. Contact your advisor or financial organization for account details.

Adopt a School - Focus on Financial Literacy

Understanding the Protection of Client Assets

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

Proven. Tested. Trusted


Your assets are in strong hands when you work with an advisor affiliated with Pershing. For more than 80 years, we have been committed to the safekeeping, servicing and reporting of assets for investors. With more than 7 million investor accounts and $2.0 trillion in global client assets worldwide, Pershing is the trusted choice. Critical to the global banking system. Being part of BNY Mellon, a publicly owned and systematically important bank to the global financial system, means that we are held to the industry’s highest standards for liquidity, capitalization, government scrutiny and transparency.


Safeguarding of Assets. Pershing protects client assets through rigorous internal control measures. An annual audit by a major independent audit firm and the audit team at our parent company, BNY Mellon, helps to monitor controls that are in place. The safekeeping, servicing, segregation and reporting of client assets is core to our 80-year legacy. Learn more about the protection of your assets and about the strength of Pershing.

Opportunities for every investor - and every goal 


Your advisor can address your evolving financial needs because we provide them access to innovative capabilities, such as:

  • Day-to-day financial resources. Easily manage day-to-day financial tasks with checking, investing and bill payment capabilities
  • Lending solutions. Access liquidity with margin lending, securities-based consumer lending and mortgage referrals, and a fully paid securities lending program, which offers the potential to earn additional revenue from securities you already own
  • Solutions for your unique life stage needs
    • Investing and protecting the people you care about including education savings accounts such as 529 plans and health savings accounts to pay for medical care
    • Retirement accounts such as IRAs to prepare for your future cash flow needs
    • Private Bank and Trust capabilities to support asset growth, protection and transfer

Leading-edge easy to use award-winning technology


  • Access your accounts anytime, anywhere. 24/7 access to your accounts, financial information and market data are at your fingertips through the mobile app and investor portal. You will have full access and control of your accounts from anywhere in the world
  • Easy to use technology. Log into your accounts for a rich, flexible experience. To learn more about what your experience would be, click here.

Leading Privacy Protection


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.

Related Solutions

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Additional Resources


Check the background of Pershing LLC and Pershing Advisor Solutions LLC on FINRA's BrokerCheck.

Are You Ready for Tax Season?

Learn more about the mail dates for your 1099 tax statement, and access our other tax resources.