Pershing Paperless Delivery Options + Log in Assistance

NetExchange Client gives you the capability to discontinue paper delivery, check account balances, view account activity, and more!


For questions about the log in process or if you get locked out, please call Financial Network
at 888-406-5444.
 

Assistance is available Monday – Friday, 8:00 am – 2:00 pm Central Time.

 

Choose one of the options below to sign up for online account access for your Pershing accounts:

 

  1. Do It Yourself - Click here for detailed instructions on how to sign up for yourself (especially if you're technologically savvy).

  1. Assisted - Click here for the form to print, complete and then submit to us by email at laurel@boxfinancialadvisors.com or by fax to 612-313-7524.

 

Pershing now has a paper surcharge of $1.00 per paper statement and confirmation.

Once you have access to your accounts, be sure to select

"Go Paperless"

then follow the prompts to choose which documents to be e-delivered.

 

 

 

Click here to see a tutorial on how to set up your account.