Tag Archives: pershing

Pershing: MyClientView

DId you know that you can see exactly what your client sees when they are logged in to NetExchangeView?

When logged in to Pershing: go to Accounts, Other, MyClientView. Here you can input the Subscriber ID, Account Number or Client Name and display the client’s NetExchangeView information. Continue reading

Pershing Pre-Filled Account Forms – Available Now!

We are excited to announce an enhancement to Pershing’s functionality which allows you to print pre-filled paperwork for accounts on the Pershing platform.

For new accounts, the paperwork can be printed at the time the account is opened. This will eliminate the need to complete a new account form and other account specific documentation by hand. Continue reading