Common use of Pershing Advisor Clause in Contracts

Pershing Advisor. Solutions and ▇▇▇▇▇▇▇▇ to discuss and share any and all of your personal information held in their books, records or systems, including creditworthiness, with respect to your relationship with each affiliate (“Information”) without limitation and (b) your Investment Advisor to discuss and share any and all of your Information with BNY Mellon without limitation. Neither BNY Mellon or Pershing Advisor Solutions will collect or retain information outside of information collected in its normal course of business including, but not limited to, tax records, income information and outside asset holdings that may be used by Pershing Advisor Solutions or BNY Mellon.

Appears in 10 contracts

Sources: Account Application and Agreement, Account Application and Agreement, Account Application and Agreement

Pershing Advisor. Solutions and ▇▇▇▇▇▇▇▇ to discuss and share any and all of your personal information held in their books, records or systems, including creditworthiness, with respect to your relationship with each affiliate ("Information") without limitation and (b) your Investment Advisor to discuss and share any and all of your Information with BNY Mellon without limitation. Neither BNY Mellon or Pershing Advisor Solutions will collect or retain information outside of information collected in its normal course of business including, but not limited to, tax records, income information and outside asset holdings that may be used by Pershing Advisor Solutions or BNY Mellon.

Appears in 1 contract

Sources: Brokerage Account Agreement