BNY Mellon | Pershing Access 4+

Pershing Advisor Solutions LLC

    • Gratis

Descrizione

Get on-the-go access to your accounts held in custody at BNY Mellon | 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 Mellon, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY Mellon, 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 Mellon, N.A. (member FDIC) are subsidiaries on The Bank of New York Mellon Corporation.

Novità

Versione 4.0.32

The build contains bug fixes

Privacy dell’app

Lo sviluppatore, Pershing Advisor Solutions LLC, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore.

Dati collegati a te

I seguenti dati possono essere raccolti e collegati alla tua identità:

  • Dati sull’utilizzo
  • Diagnosi

Le procedure per la tutela della privacy possono variare, per esempio, in base alle funzioni che usi o alla tua età. Scopri di più

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