At Pershing, we work behind the scenes to help financial institutions serve investors.
You will see our name on your statements, trade confirmations and other notices about your account. We offer a host of solutions to advisors, institutions, fund managers and other financial businesses—so they can help you achieve a more secure financial future1.
You can feel confident that your assets are in strong hands. For 75 years, we have been committed to the safekeeping, servicing, and reporting of assets for investors like you. Pershing is the trusted choice of more than 1,400 financial institutions in 40 countries.
Learn more about the protection of your assets.
We give your financial provider access to a vast array of trading and investing solutions for you, including:
Pershing’s technology powers many of the world’s leading financial companies. Our NetXInvestor® portal and app gives you a direct window into your financial world—with 24/7 access to accounts, financial information and market data.
The confidentiality of your personal information is carefully protected with an array of advanced physical, electronic, and procedural safeguards. See our privacy statement.
If you have questions about your accounts, please contact your advisor or financial organization. Pershing cannot respond to direct inquiries from investors.
1Pershing provides certain services on behalf of your financial professional. Pershing provides no investment advice nor does it assess the suitability of any transaction or order. There is no guarantee that any investment strategy or approach will be successful or achieve any particular level of results. All investment products involve risk of principal loss.
2Access varies. Contact your advisor or financial organization for additional information.
*In light of recent regulatory developments and anticipated changes to our Fully Paid Securities Lending program, we are not accepting new participants to our Fully Paid Securities Lending program temporarily. More information on the launch of our updated program will be available in 2021.