Pershing Customer Service

Pershing provides a wide range of financial business solutions to the banks, wealth managers, broker-dealers, financial planners and advisers. Pershing are known to provide front-end technology and also the middle office capabilities.
Pershing Ira Service: Pershing is a one-stop destination for a range of individual retirement solutions—along with resources to help the advisors grow retirement business. The customers can select from Traditional individual retirement accounts (IRAs) that have convenient account services along with distribution options.
Pershing Netx Service: Pershing Netx Services Portal is a one-stop solution that supports the business.
Pershing Financial Service: Pershing provides solutions and the resources that financial services firms, managers, and advisors need to succeed.
Pershing Contact Details:

• Business Development: If any of the firms are interested in working with Pershing, please call on 1-800-445-4467
• Perishing Customer Service Phone Number: For, any kind of account balance verification, please call 201-413-3333 .
• Banking Solutions: with any kind of enquiries regarding banking call at 1(877) 870-7230 . The calling hours are between 9:00 to 6:00 EST

Pershing Email support

• General Information: The customers can mail pershing for general information at lia.meden@bnymellon.com
• Legal Assisstance: To avail Pershing legal Assisstance service mail at trmglobalprivacy@bnymellon.com
• Media: For media related queries please mail at public.relation@pershing.com

Address and Phone Number for Different Locations of Pershing

The Office Location's at United Kingdom

1. Royal Liver Building Pier Head Liverpool, L3 1LL United Kingdom
2. 160 Queen Victoria Street London, EC4V 4LA, United Kingdom
3. 3 Hardman Street Spinningfields Manchester M3 3HF United Kingdom
4. Phone: For any kind of sales enquiry, investors from UK can call at +44 (0)20 7163 8000

Pershing Customer Service Support at Ireland

Riverside Two Sir John Rogerson's Quay Grand Canal Dock Dublin 2 D02 KV60.
Phone number: The customers or investors from Ireland can call at +353 1 900 3500 .

Pershing Customer Service Channel Islands

Pershing (Channel Islands) Limited PO Box 171 5 St Andrew's Place Charing Cross
St Helier Jersey, JE4 9RB Channel Islands.
+44 (0)1534 601 290

Prime Customer Services

The pershing offers the prime services as follows:

• Financing Solutions
• Securities Lending
• Execution Services
• Client Service
• Technology
• Capital Introductions
• Liquid Alternatives

Note: In order to enjoy any one of the services, please contact on the above mentioned contact details.

My Financial Organisation is Closed. What Should I Do?
If the financial organization is closed and is no longer in business then call on (201) 761-5499 . Leave the information and someone will call you back.
Unable to Locate Your Pershing Account
In case you are unable to locate Pershing account, contact the advisor for any kind of assistance. The user can simply find the Company's name on statement, tax forms, or even on the account application. Pershing can also help in verifying the balance of the account for the balance verification, please call Customer Service 201-413-3333.

Pershing Account Login

Pershing is a business-to-business provider. any account opened in the name of the customer has been opened with a financial organization. Please contact the advisor for any kind of assistance. The Account registration steps are given below

1. Go to the netxinvestor.com. Click Register Now
2. Click on Next review all the terms and conditions about identity verification and click on I Agree. Provide the information, like name, email address, Social
   Security number, U.S. address
3. For the safety and security of the information, you will be asked 3 questions
4. If you fail to give the correct answer to more than 2 questions, a
   message will be displayed indicating that you have failed to verify identity. You can
   either try again later or contact the firm for further assistance
5. After providing the correct answers create a temporary user ID and password. Enter an email address, date of birth, and mother’s maiden name
6. An email to the entered email address. Action needs to be taken within the 3 days of receiving the email
7. Click on the link given in the email within the 3 days to make the user ID permanent
8. Registration is completed.

If the customers already have an account then login by Clicking
How Do I Access My Account Online?
The advisor will help the customer with the necessary steps needed to access the account online only if the firm offers it. If the customer is locked out of the account, firm can reset the access.

Pershing Brokerage

Pershing provides global financial solutions for advisors, asset managers, family offices, fund managers, and broker-dealers. Pershing also acts as a clearing broker with a written agreement with the financial organization.