To align with the enhancements to Client Onboarding (COB) and Account Services as previously communicated, we have made updates to the Trustee Certification of Investment Powers form for May 2023.

To improve your experience and increase efficiency, we are pleased to announce several enhancements to NetX360+, effective June 23, 2023.

Beginning Q3 2023, users will experience a new look and feel in many of the screens of NetX360+ and NetX360 for Windows such as Standing Instructions, Periodic Instructions, Asset Movement, Service Center, and Account Profile among others.

We follow the New York Stock Exchange (NYSE) and US Federal holiday schedules. Please review the details regarding processing guidelines and cut-off times for all NYSE holidays in 2023.

As a reminder, beginning on April 24, new IRA Resource Checking accounts added to the ACHK system will be opened on a new banking platform. As a reminder, there will be no change to the current IRA Resource Checking procedures, applications, agreements, or marketing materials. Review the details.

Several securities were added to the mutual fund surcharge list during April. Other recent updates are also included.

As previously communicated, Pershing introduced the ability for our clients to satisfy their investors First B-Notices via NetX360. The enhancement allows U.S. firms to process the Form W-9 in the Netx360 Account Profile Tax Detail section. Please review for more details.

As an update to our January 12 communication, effective May 22, 2023, the new experience changes for Automated Clearing House (ACH) Standing and Periodic Instructions will be available via the Add Related Requests screen within Client Onboarding in NetX360. Please review for more details.

As a reminder, changes to certain Account Fee processes go in effect on July 1, 2023.

We will provide updated versions of several forms in June 2023. Notable changes to the forms and asset movement are also taking place to ensure compliance with W-4R withholding requirements. Please review the details.

The most recent Execution Quality Scorecard and Fixed Income Exception Statistics related to best execution are now available.