Investors

Working for You

Pershing works behind the scenes to help financial institutions serve investors like you. In addition to statements, trade confirmations and other account notices, we bring your advisory team a complete array of solutions, which they tailor for you to help you achieve your goals.

Proven. Tested. Trusted.

Pershing works behind the scenes to help financial institutions serve investors like you. In addition to statements, trade confirmations and other account notices, we bring your advisory team a complete array of solutions, which they tailor for you to help you achieve your goals.

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 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. Learn how we protect of your assets (link) and about the strength of Pershing (link).

User-Friendly Tech

Pershing works behind the scenes to help financial institutions serve investors like you. In addition to statements, trade confirmations and other account notices, we bring your advisory team a complete array of solutions, which they tailor for you to help you achieve your goals.

Lending Privacy Protection

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.

RESOURCE

Understanding the Protectionof Client Assets


Pershing remains committed to the protection, servicing and reporting of assets for investors.

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