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