Trading Services

Execution Excellence You Deserve

Pershing's power and flexibility can help grow your business. We offer access to a variety of trading choices—backed by strength and liquidity, high-touch support, cutting-edge technology and relationships with the nation's leading financial institutions.


Resource

Complex Options Trading Fact Sheet


Resource

BondWise Fact Sheet

Our Capabilities

PRODUCT BREADTH

As part of a world-class trading institution, Pershing delivers the resources and scale to access a full spectrum of global opportunities, including equities, options, fixed income and collateral funding.

PROACTIVE SUPPORT

Tap into our market and product expertise delivered by specialists in every asset class—dedicated to making each transaction smooth, efficient and worry free.

CUTTING-EDGE TECHNOLOGY

Our open architecture integrates with the industry's leading execution and portfolio reporting solutions. We keep you on the leading edge of order-handling technologies, advanced electronic trading tools, FIX connectivity, portfolio reporting and automated compliance solutions.

FLEXIBILITY

Trade the way you want. Leverage Pershing for all your trading, or pick and choose from our resources to supplement your capabilities. Trade electronically or through our highly trained, well-staffed desk.

THE POWER OF BNY MELLON

Our relationship with BNY Mellon gives us unsurpassed scale to maximize your trading power—providing world-class liquidity, trading expertise, stability, capital and a Wall Street presence.

COLLATERAL FUNDING AND MANAGEMENT

  • Access to hard-to-borrow securities
  • Securities lending
  • Repo financing

EQUITIES

  • Focus on facilitation that prioritizes your interest
  • Extensive trade desk support: U.S. options, non-U.S. equity, foreign exchange, agency sales trading and execution support
  • Execution in over 60 markets in local and U.S. currencies
  • Listed U.S. equities, American Depositary Receipts and foreign ordinary shares
  • Advanced electronic trading tools
  • Coverage 24 hours a day, six days a week

FIXED INCOME

  • Trade execution and simplified portfolio construction process to help advisors more easily navigate the growing demand for bonds and other fixed income securities through BondWise
  • Access to new issue securities
  • Structured investment integration that is designed to deliver premier user experience and provides advanced decision-making tools to help select the right structured investments for clients
  • Portfolio analytic tools
  • Trade desk support for U.S. and non-U.S. dollar instruments
  • Automated, online tools for efficiency and accuracy

COMPREHENSIVE SUPPORT

  • A high level of service to provide answers, on the spot
  • Trade compliance 
  • Best execution steering committee and reporting
  • Market and fixed income commentary

Ask how we can help transform
your business