Broker Check

E-Communication

WEB MEETINGS

  • We will email you a meeting link
  • Download the free GoTo Meeting app for your mobile device (Android, iPad, iPhone)

RECEIVE ACCOUNT CHANGE FORMS BY EMAIL*

Communicate with Advisor and Staff
Emails are automatically retained which helps us be compliant with FINRA rules and also assists us in efficient customer service

ONLINE ACCOUNT ACCESS/E-DELIVERY

  • Centralized recordkeeping
  • Investment company links are available on our website
  • Save Money: Pershing now has a paper surcharge of $1 per paper statement and confirmation
  • Use our Online Account Access link page to access your accounts

*Make sure we have your current email address on file by emailing [email protected].

Security Reminder: Read more on how to stay safe online -http://www.sec.gov/investor/pubs/onlinebrokerage.htm