Helping advisors help more people.

At BNY Pershing, we understand the vital role financial advisors play in enhancing people's economic wellbeing. Our commitment is to streamline processes, replicate success, and serve with dedication to help people gain the flexibility they need to achieve their dreams.

OUR CLIENTS

Working For You.

At BNY Pershing, our vision is to create the most productive and connected platform to power the future of wealth management for advisors, enterprises, investors,  asset managers and data and technology professionals.

Advisors

Access to world-class services and solutions to drive your growth

Institutions

Financing, clearance and custody, collateral management, global trade execution, and more—all on a single platform.

Investors

A complete array of solutions to help investors achieve their goals. 

Asset Managers

Multiple opportunities to reach a wide range of advisors and investors.

Data & Technology Professionals

Advance your firm’s capabilities with data. 

SERVICES

Boost Success with
Our Solutions

Navigate changing markets and regulations with BNY Pershing. Enhance your profitability and business growth with innovative wealth management and investment strategies. Take full advantage of our comprehensive expertise in financing, collateral management, and global trade execution

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Clearing, Custody and Settlement

We can help power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients.

Advisory
Solutions

We can help make it easy to manage the complexities of a holistic wealth management program tailored for your specific needs. Choose from a wide assortment of technology solutions, professionally advised investment offerings and research, and outsourcing capabilities.

Prime Brokerage Solutions

We can help you grow your hedge fund, liquid alternative fund or alternative asset business all while managing risk. The combined power of BNY Pershing and BNY help you gain transparency, boost efficiency, generate additional revenues, and achieve your investment objectives.

Outsourced
Trading

We offer access to a variety of trading choices—backed by strength and liquidity, high-touch support, cutting-edge technology and relationships with the nation's leading financial institutions.

Technology

Our platforms offer interconnectivity and flexibility— connecting technology and data so that you can focus on what matters most: Your clients.

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A trusted, modern custodial platform
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An interoperable and intuitive platform built for multi-custody advisors

Ask how we can help transform
your business

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Information for Investors

Account Balance Inquiries (201) 413-3333

©2025 Pershing LLC D/B/A BNY Pershing, a BNY company. All rights reserved. 

 

Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of Pershing Group, LLC.  Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and BNY companies. 

 

BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Brokerage custody provided by Pershing LLC, member FINRA , NYSE , SIPC , a BNY company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. Products and services described herein are intended for financial professional use.

 

Information provided is for informational and educational purposes only and is not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Investing involves risk, including the possible loss of principal invested. Pershing does not provide legal or tax advice. Past performance is no guarantee of future results.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing.

 

The use of the firm’s platforms and technology may be affected by factors such as trading volume, market conditions, system performance and/or other factors. Pershing actively monitors the technology environment and endeavors to resolve issues promptly through various means.

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