• Paperless Pershing Statements

    If your accounts are held at Pershing through our firm, we encourage you to sign up for paperless statements and confirmations. The self-service website allows you to create your user ID and password, and turn off paper delivery. You can view, print and download the electronic documents at no cost. You will receive email notifications when new documents are available for viewing.

    It’s good to the environment, protects your identity and reduces clutter at home. Sign up today!