While leveraging data is critical, it’s the right data that matters. Watch our latest video to learn how you can access all the reports and data that Pershing makes available. Choose from more than 130 different standard files, which can be sent directly to your financial professionals for their reporting needs as well as to third parties that handle reporting and data aggregation on your behalf.
Review this communication for information on Client Onboarding, Account Maintenance, Relationship Profile Manager and eSignature enhancements scheduled to be available in NetX360 on July 18.
Several enhancements to Block Trading and Rebalancing (BTR) are scheduled to be available in July.
The Unit Investment Trust (UIT) Center is being redesigned to improve the user experience and increase your firm's productivity. All users currently entitled to this functionality will be automatically upgraded to the new design.
Please read this communication for an update regarding the fractional share liquidation (FSL) process for orders and trades, as well as outgoing Automated Customer Account Transfers (ACATs).
We conduct an ongoing purge of accounts from the Name and Address systems and databases. The next purge is scheduled to begin on September 3, 2022.
As a result of your feedback, the Quote Track feature will be restored in NetX360 Windows as part of the next release, scheduled August 4.