NetExchange Investor provides up-to-date information about your portfolio.
- Account Information: Look at your account balance, buying power, and portfolio holdings intraday.
- Recordkeeping: Get online statements, trade confirmations, tax forms, and annual reports. You'll benefit from tax lot accounting and realized gain and loss information.
- Customer Service: Contact Pershing Advisor Solutions Customer Service at 1(877) 870-7230 between the hours of 9:00 to 5:00 EST with any inquiries regarding this system.
This information is provided to you by your Investment Advisor through Pershing Advisor Solutions LLC, member FINRA / SIPC , a subsidiary of The Bank of New York Mellon Corporation. Clearing, custody or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions LLC relies on its affiliate Pershing to provide execution services. Trademark(s) belong to their respective owners.