Tag Archives: Pershing Forms

Pershing: Quick Client Support

Pershing recently introduced Quick Client Support, which is a service that provides instant access to information in regards to Pershing’s technology, operations within NetX360 and many other areas of the system.

Once logged in to NetX360, go to Resources, Resources Home, Quick Client Support. Then simply click on an area of interest and you will be able to view or download the documents or instructions that relate to your inquiry.

You will be able to search by Frequently Asked Questions such as How do I locate a Pershing Private Investment Form?  or How do I request a stop payment on a check that was issued from a client’s account?

You will also be able to search by Topic Index such as Statements and Confirmations or Tax Reporting.

Please log on to Pershing’s NetX360 and start using this valuable service today!

 

 

Pershing Form Updates – Deadline 12/31/2013

Pershing is redesigning its standard forms inventory as part of an initiative to create a more consistent, professional experience for your clients.

The forms listed below have been updated and are available on both the TFS website under Pershing forms and in the Material Catalog section of Resources via Netx360.

  • Account Transfer Form
  • Corestone Account Agreement
  • Individual Retirement Account Designation of Beneficiary
  • Individual Retirement Account Distribution
  • Individual Transfer on Death Account Agreement
  • Joint Transfer on Death Agreement
  • Joint Account Agreement
  • New Account Agreement
  • Trustee Certification of Investment Powers

We encourage you to begin using the updated forms immediately, however, Pershing will accept the existing forms until December 31st, 2013.  After that date only the new versions of the forms will be accepted.  We will continue to notify you when additional updated forms are available.