• Screenshot 1
  • Screenshot 2
  • Screenshot 3

Description

"Get on-the-go access to your accounts held in custody at BNY | Pershing. You may see our name on statements and trade confirmations. We work behind the scenes on behalf of your advisor so they can focus on providing you with advice. Advisor Solutions, which is the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY, N.A. provides bank custody. And we are all committed to the safekeeping, servicing and reporting of assets for investors like you.

Our mobile solutions let you securely:
• View account statements, trade confirmations and tax statements
• Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more
• View a comprehensive account summary at a glance—right from the home screen
• Pay bills via single sign-on to Bill Suite™
• Securely reset passwords
• Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds
• Deposit checks into eligible investment accounts at Pershing with our mobile check deposit service
Pershing LLC (member FINRA, NYSE, SIPC) Pershing Advisor Solutions LLC (member FINRA, SIPC) and BNY, N.A. (member FDIC) are subsidiaries on The Bank of New York Corporation.
"

User Reviews for Pershing Advisor Solutions 1

  • for Pershing Advisor Solutions
    Pershing Advisor Solutions app provides easy access to statements, trades, and balances. Securely manage accounts and pay bills on-the-go.
    Reviewer profile placeholder Emily Thompson
SoftPas

SoftPas is your platform for the latest software and technology news, reviews, and guides. Stay up to date with cutting-edge trends in tech and software development.

Recent

Help

Subscribe to newsletter


© Copyright 2024, SoftPas, All Rights Reserved.