Broker Check

Pershing Account Access

View Your Client Accounts

Existing clients can register for Pershing account on-line access using the link above, or you can obtain a NetExchangeClient request form by calling 301 774-0670.
Or, you can e-mail

Either way, we encourage you to Go Green by choosing electronic delivery of statements, confirms, annual reports and company communications.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.