BNY Mellon | Pershing Access 4+

Pershing Advisor Solutions LLC

    • Gratuit

Description

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

Nouveautés

Version 4.0.33

The build contains bug fixes.

Confidentialité de l’app

Le développeur Pershing Advisor Solutions LLC a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données établissant un lien avec vous

Les données suivantes peuvent être collectées et liées à votre identité :

  • Données d’utilisation
  • Diagnostic

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus

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