www.pershing.com
Open in
urlscan Pro
2600:9000:21f3:1c00:1d:5040:a580:93a1
Public Scan
Submitted URL: http://pershing.com/
Effective URL: https://www.pershing.com/
Submission: On May 06 via api from US — Scanned from DE
Effective URL: https://www.pershing.com/
Submission: On May 06 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
GET /us/en/search-results.html
<form role="search" method="get" action="/us/en/search-results.html" class="component" data-quick-suggestions-enabled="true"
data-quick-suggestions="/content/experience-fragments/pershing/us/site/header/master/jcr:content/root/search_copy_copy_cop/quick-suggestions.suggestions.json"
data-quick-search-results="/content/experience-fragments/pershing/us/site/header/master/jcr:content/root/search_copy_copy_cop/quick-results.results.json">
<!-- Search Field -->
<section class="search-field">
<div class="search-field--wrapper">
<i class="material-icons search-icon__search">search</i>
<input type="text" name="q" placeholder="Search..." autocomplete="off" data-uw-rm-form="fx" aria-label="Search..." data-uw-hidden-control="hidden-control-element">
<button type="submit">Go <i class="material-icons search-icon__forward">arrow_forward</i></button>
<button class="material-icons search-icon__close" data-clear-suggestions="">close</button>
<!-- Quick results overlay -->
<div class="quick-lists" data-quick-lists="">
<dl class="quick-suggestions" data-quick-suggestions="">
<dt>SUGGESTED RESULTS</dt>
</dl>
<dl class="quick-results" data-quick-results="">
</dl>
</div>
</div>
</section>
</form>Text Content
Skip to main contentEnable accessibility for visually impairedOpen the accessibility menu Open the Accessible Navigation Menu What We Provide What we provide HIGH TOUCH AND TAILORED SOLUTIONS Explore Advisory Solutions Clearing, Custody and Settlement Consulting and Implementation Investment Solutions Prime Services Retirement Solutions Technology and Integration Solutions Trading Services Who We Serve Who we serve MODERN AND INFORMED CLIENTS Explore Advisors in Transition Alternative Investment Managers Asset Managers Institutional Firms Investors Registered Investment Advisors (RIAs) Trust Companies and Private Banks Wealth Management Firms Perspectives PERSPECTIVES INSIGHT INTO WHAT MATTERS Explore TECHNOLOGY THREE KEY TECH THEMES FOR WEALTH MANAGEMENT FIRMS Pershing’s top tech leaders discuss AI, tech stacks and changing technology. Learn more -------------------------------------------------------------------------------- PERSPECTIVES DRIVING FORWARD An Interview with Sareena Dalla Brookshire. Learn more About About OUR PEOPLE AND PURPOSE Explore Pershing At a Glance Our Businesses Leadership Awards Belonging and Inclusion Corporate Social Responsibility Careers History Events News News STAY INFORMED ON THE LATEST Explore Newsroom Press Coverage Press Releases United States Contact us United States Contact us search Go arrow_forward close SUGGESTED RESULTS BNY MELLON | PERSHING - GLOBAL FINANCIAL SOLUTIONS INSITE 2024 Next-level opportunities. Next-level content. Next-level connections. INSITE has it all. Mark your calendar and join us in Music City this June. Learn more FEATURED NEWS SPOTLIGHT ON ARAX INVESTMENT PARTNERS HOW PERSHING IS HELPING A FAST-GROWING WEALTH MANAGEMENT COMPANY. Learn more -------------------------------------------------------------------------------- PERSHING X ANNOUNCES NEW CLIENT RELATIONSHIP WITH INTEGRITY Learn more -------------------------------------------------------------------------------- More on this Topic Lincoln Investment Planning, LLC, and BNY Mellon’s Pershing Announce a New Custodial Relationship THIS LINK LEADS TO AN EXTERNAL SITE AND BNY MELLON | PERSHING CANNOT BE HELD RESPONSIBLE FOR ITS CONTENT. NEW & NOTEWORTHY Previous PERSPECTIVES THE DEMOCRATIZATION OF ALTERNATIVE INVESTMENTS Explore the potential of alts and how fund managers and advisors can work together to maximize opportunities for the end-client. Learn More PERSPECTIVES FIVE IDEAS FOR POWERING TRUE GROWTH IN RIA FIRMS Managing Director Ben Harrison shares strategies to help RIAs take their firm to the next level. Learn More PERSPECTIVES WOMEN IN ALTS: EMPOWERING CHANGE AND ADVANCEMENT Prime Services’ Lisa Lewin shares insights into positive momentum around the trend of including women in senior roles. Learn More TECHNOLOGY THREE KEY TECH THEMES FOR WEALTH MANAGEMENT FIRMS Pershing’s top tech leaders discuss AI, tech stacks and changing technology. Learn More PERSPECTIVES DRIVING FORWARD: AN INTERVIEW WITH SAREENA DALLA BROOKSHIRE Pershing’s Chief Product Officer sets ambitious priorities for 2024. Learn More TAX GUIDE 2023 TAX GUIDE NOW AVAILABLE BNY Mellon | Pershing’s Tax Guide can help investors and tax professionals prepare tax returns. Get the Tax Guide here Next * 1 * 2 * 3 * 4 CASE STUDY ELEVATE YOUR HIGH-NET-WORTH APPROACH By delivering more than insurance and investment products, focusing on higher net-worth clients and changing the clients’ perception of tradition advisor relationship. Learn more United States What We Provide Who We Serve Perspectives About News Cookie Notice Privacy Manage Cookies Information for Investors Account Balance Inquiries (201) 413-3333 United States -------------------------------------------------------------------------------- © 2024 Pershing LLC. All rights reserved. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Brokerage custody provided by Pershing LLC, member FINRA , NYSE , SIPC , a BNY Mellon company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. Business Continuity & Other Disclosures | Statement of Financial Condition | Money Market Funds | EMEA Cookie Notice CHOOSE YOUR REGION OR LOCATION North America Europe, Middle East & Africa All office locations YOUR PRIVACY We use cookies to retrieve and store information about you, your browser, device and preferences. Some cookies are necessary and are used to make our website work. We would also like to set optional cookies to help us operate and improve our website, carry out analytics, provide you with a more personalized experience, including customized services and advertisements, and allow you to share information available on our website with the persons you know. We will not set optional cookies unless you give your consent to enable them. You can choose to enable optional cookies via this banner, which will set a necessary cookie on your device to remember your preferences. Blocking optional cookies may impact your experience of the website and mean that certain features are not available to you. Learn more about our cookies and how to manage your preferences in our Cookie Notice Our Third Party cookie providers Manage Cookies Refuse All Cookies Accept All Cookies PRIVACY PREFERENCE CENTER When you visit this website, we may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to, to help provide and improve our websites, carry out analytics, provide customized services or advertisements and allow you to share information with the persons you know. The information does not usually directly identify you, but we use it in order to give you a more personalized web experience. Because we respect your right to privacy, we only use cookies with your consent, except for strictly necessary cookies. Click on the different category headings below to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and certain services or features may not be available to you. For more information about the cookies we use, please read our Cookie Notice. You can manage your preferences using the preference center below and accept or reject all or certain cookies. You have the right to withdraw your consent at any time, by using the “Manage Cookie” link available from each page of this website. Cookie Notice User ID: 049d6fa2-b13b-427a-8aaf-db82f8919af9 This User ID will be used as a unique identifier while storing and accessing your preferences for future. Timestamp: -- Accept All Cookies MANAGE CONSENT PREFERENCES STRICTLY NECESSARY Always Active These Cookies are essential and help support security and basic functionality, as they enable you to move around the Websites and use their features, such as accessing secure areas. Without these Cookies, services you've asked for (such as internet banking) can't be provided. These Cookies don't gather information about you that could be used for marketing or remembering where you've been on the internet. These Cookies can be disabled through your browser or device settings but to do so would prevent our Websites from working properly, e.g. we cannot guarantee the security during your visit. Cookies Details FIRST PARTY First Party * FIRST PARTY PERFORMANCE Switch Label These Cookies collect information about how you use our Websites, for example which pages you go to most often and if you get error messages from certain pages. These Cookies enable us to count visits and traffic sources so we can improve our website and its features but don't gather information that identifies you, as information collected by these Cookies is aggregated. Performance Cookies are not used to target you with online advertising. You can disable them, but then we will be unable to see how our Websites are performing and make relevant improvements to enhance your browsing experience. * FIRST PARTY FUNCTIONAL Switch Label These Cookies allow the Websites to remember choices you make (such as entering your user name, selecting your language or the region you're in) and tailor the Websites to provide enhanced features and content for you. For example, they can be used to remember certain log-in details and changes you've made to text size, font and other parts of pages that you can customize. They may also be used to provide services you've requested like watching a video or commenting on a blog. These Cookies may also be used to ensure that our services and communications are relevant to you. The information collected by these Cookies cannot track your browsing activity on the internet. Without these Cookies, our Websites cannot remember choices you have previously made to personalize your browsing experience, meaning you would have to reset these for every visit to our Websites. In addition, some functionality will not be available if this type of Cookie is disabled. * FIRST PARTY TARGETING Switch Label We set these Cookies to gather information about your browsing habits, for example the cookies may remember that you've visited a particular website. This is to provide you with tailored online advertisements that are more relevant to you and your interests. These cookies may be set on our website to build a profile of your interests and show you relevant adverts on other websites. Although these Cookies can track your visits to other websites, they don't usually know who you are. If these Cookies are disabled, online advertisements will be less relevant to you and your interests. Cookies Details THIRD PARTY Third Party * THIRD PARTY PERFORMANCE Switch Label These cookies come from third-party organizations with which BNY Mellon partners and are used to collect information about how you use our websites, for example which pages you go to most often and if you get error messages from certain pages. These Cookies count visits and traffic sources to improve websites and features but do not usually gather information that identifies you, as information collected by these Cookies is usually aggregated. Performance Cookies are not used to target you with online advertising. You can disable them, but this will impact our ability to make relevant improvements to enhance your browsing experience. * THIRD PARTY FUNCTIONAL Switch Label These cookies come from third-party organizations with which BNY Mellon partners and allow websites to remember choices you make, such as entering your user name, selecting your language or the region you're in, and tailor the websites to provide enhanced features and content for you. For example, they can be used to remember certain log-in details and changes made to text size, font and other parts of pages that you can customize. They may also be used to provide services you've requested like watching a video or commenting on a blog. Without these Cookies, our websites cannot remember choices you have previously made to personalize your browsing experience, meaning you would have to reset these for every visit to our websites. In addition, some functionality will not be available if this type of Cookie is disabled. * THIRD PARTY TARGETING Switch Label These cookies come from third-party organizations with which BNY Mellon partners, including social media providers, and gather information about your browsing habits, for example the cookies may remember that you've visited a particular website. This enables third parties to provide you with tailored online advertisements that are more relevant to you and your interests. These cookies may be set on our website by third parties to build a profile of your interests and show you relevant adverts on other websites. If these cookies are disabled, third party advertisements will be less relevant to you and your interests. We do not set these cookies and cannot control their settings. You can choose to enable these cookies using the options below. Cookies Details Back Button VENDORS LIST Search Icon Filter Icon Clear checkbox label label Apply Cancel Consent Leg.Interest checkbox label label checkbox label label checkbox label label Refuse All Cookies Confirm My Choices