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   How do I access my Pershing account online?

   • You will receive an email from edelivery@investor.pershing.com containing the user ID and temporary URL to login. The subject line of the email will be “Online Account Access: User ID Request Complete.” If the email address fails, an Email Failure letter with the user ID is sent.

   FIRST-TIME LOGIN AND USER ID COMMUNICATION USER GUIDE - Pers…

   www.pershing.com/content/dam/pershing/documents/pdfs/investor-portal-login-and-user-id-communication-guide.pdf

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   How do I access Pershing's website in the future?

   • To access the site in the future, use the Web address, investor.pershing.com. Complete the User ID and e-Delivery Request Form and submit to your investment advisor for processing. You can also elect a user ID upon account opening through the Account Application and Agreement. Include your existing user ID on the paperwork.

   Investor Portal User Guide - Pershing

   www.pershing.com/content/dam/pershing/documents/pdfs/investor-portal-user-guide.pdf

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   How do I get a Pershing account e-delivery?

   • Once completed, your investment advisor will submit the User ID and e-Delivery Request Form to Pershing Advisor Solutions. The request takes 48 hours for processing. Once the user ID is created, you will receive an email from edelivery@investor.pershing.com containing the user ID and temporary URL to login.

   Investor Portal User Guide - Pershing

   www.pershing.com/content/dam/pershing/documents/pdfs/investor-portal-user-guide.pdf

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   How do I log in to Pershing for the first time?

   • If you are accessing the site for the first time after 30 days, you must contact your investment advisor to log in directly to investor.pershing.com with temporary password credentials. Click the Click Here link provided in the email. Enter your mother’s maiden name and date of birth and click Continue as displayed below.

   FIRST-TIME LOGIN AND USER ID COMMUNICATION USER GUIDE - Pers…

   www.pershing.com/content/dam/pershing/documents/pdfs/investor-portal-login-and-user-id-communication-guide.pdf

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   Who is Pershing advisor solutions?

   • Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Bank custody and private banking solutions are provided by BNY Mellon, National Association (BNY Mellon, N.A.), member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation.

   FIRST-TIME LOGIN AND USER ID COMMUNICATION USER GUIDE - Pers…

   www.pershing.com/content/dam/pershing/documents/pdfs/investor-portal-login-and-user-id-communication-guide.pdf

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   What services does Pershing LLC provide?

   • Clearing, brokerage custody or other related services may be provided by Pershing LLC. Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services.

   Investor Portal User Guide - Pershing

   www.pershing.com/content/dam/pershing/documents/pdfs/investor-portal-user-guide.pdf

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2. www.pershing.com › content › damFIRST-TIME LOGIN AND USER ID COMMUNICATION USER GUIDE - Pershing

   www.pershing.com › content › dam

   You will receive an email from edelivery@investor.pershing.com containing the user ID and temporary URL to login. The subject line of the email will be “Online Account Access: User ID Request Complete.” Notes: If the email address fails, an Email Failure letter with the user ID is sent.

   • BNY Mellon Login

     An innovative and intuitive investor platform at your...

3. investor.pershing.com › web › investorBNY Mellon - Pershing

   investor.pershing.com › web › investor

   An innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more. Login.

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5. www.pershing.com › content › damInvestor Portal User Guide - Pershing

   www.pershing.com › content › dam

   Investor Portal is an online portal enabling you to access account information, view trade status, get quotes, and perform market research, read news and much more. You can also view your account, tax statements and trade confirmations online. Navigation The Investor Portal home page provides access to the majority of the functions via tabs.

6. www.pershing.com › content › pershingNetXInvestor - BNY Pershing

   www.pershing.com › content › pershing

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   View account statements, trade confirmations and tax statements online through eDelivery; Get instant access to balances, portfolio holdings, account activity, tax information and more; View a comprehensive account summary at a glance—right from the home screen; Pay bills via single sign-on to Bill Suite™

7. www.youtube.com › watchOnline Access and Paperless Delivery with Pershing | How To

   www.youtube.com › watch

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   We know setting up accounts online can be a hassle. We hope this video makes for a seamless set up.Visit https://investor.pershing.com/nxi/welcome to get sta...

   • Video Duration: 5 min
   • Views: 239

   • Author: Ray Olson Family Financial Planning

8. pershing.isecurus.com › loginPershing : Please Login

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   Login with BNY|Pershing.

9. login.bnymellonwealth.com › login › formsClient Online Login | BNY Mellon Wealth Management

   login.bnymellonwealth.com › login › forms

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   BNY Mellon Wealth Management is committed to protecting your accounts and data. Use our client login portal to access Wealth Online for online services and the option to sign up for e-delivery to receive statements electrionically.