Save a Buck and Go Green with Pershing?
If you have an account with our Clearing Firm/Pershing LLC and you’d like to get a better “handle” on the paper you receive? Well, here’s another reason whey you should consider going “paperless”.
Pershing has just announced that due to the rising costs and expenses related to creating and mailing brokerage account statements and trade confirmations, Pershing will begin to implement a surcharge of $1.00 for each paper brokerage account statement and trade confirmation sent via regular mail, beginning June 1, 2011.
If you would like to receive your Pershing Trading Accounts Statements on line at no additional cost, simply contact this office or visit www.myedocumentsuite.comto register.
When a new Statement or Confirmation is available for you to view, simply click on the link provided in the email from National Planning/Pershing LLC. Type in your login and password that you created when you registered, and all of the information is transmitted in a secure format via the internet. Here you can view, save or even print the information provided.
If you are already enrolled, just visit www.myedocumentsuite.com to view, save or print your Pershing Account Statements. If you receive a "lock out" message or need assistance, you can contact this office or our e-Document Support Desk toll free at 888-607-2658 (during business hours).