Clearing, Custody and Settlement

Clearing, Custody and Settlement

As the industry's largest provider of global clearing and settlement solutions,¹ Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients.

Our solutions include:

  • Global clearing and settlement in equities, fixed income, annuities and more
  • Multicurrency capabilities
  • A proprietary rules-based compliance engine and fully integrated alerts
  • Advisor access to reporting and a single view of client holdings, from mutual funds to 529 plans to annuity policies
  • Award-winning client statements and information delivered the way investors prefer—including on mobile devices

As custodian, we remain committed to the safekeeping, segregation and reporting of our global client assets. Our public ownership and global Systemically Important Financial Institution status ensures your assets and future are backed not just by words but by more rigorous testing and independent third-party regulations and protections. We embrace this responsibility as it ensures that our interests will always be aligned with our clients' interests.

1Investment News, 2014, based on number of broker-dealer clients

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