Common use of Pershing Clause in Contracts

Pershing. Pershing is the custodian for your Account(s). Pershing provides custodial statements at least quarterly for each Account(s). Consolidated performance reporting is available on-line through the Investor Portal. See below for more information.

Appears in 1 contract

Sources: Managed Account Services Agreement

Pershing. Pershing is the custodian for your Account(s). Pershing provides custodial statements at least quarterly for each Account(s). Consolidated performance reporting is available on-line through the Investor Portal▇▇▇▇▇▇▇▇ workstations. See below for more information.

Appears in 1 contract

Sources: Managed Account Services Agreement