pershing-accounts

As of June 2010, a paper surcharge has been added to your Pershing statements and trade confirmations.  The cost per item is as follows:

  • $0.25 per item, effective June 1, 2010
  • $0.50 per item, effective December 1, 2010
  • $0.75 per item, effective June 1, 2011

There is a growing trend among consumers to “go paperless,” driven largely by environmental consciousness and the convenience and security of delivering confidential information electronically.  To further assist our clients as more investors seek to go paperless MyEDocumentSuite.com is a free, self-service website offering e-delivery of important brokerage statements, trade confirmations and tax documents.

Your financial organization number will be the first three characters of your Pershing account number.

We encourage our clients to go paperless by enrolling in the electronic delivery of documents.





This Site has been published in the United States for residents of the following states only: AR, AZ, CO, FL, GA, IA, IL, KS,LA, MO, MN, NE, OH, PA, SD, TX, VA. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or service.