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