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Investment Solutions

Expand your possibilities

Pershing can help you bring innovative investment solutions and strategies to market quickly—without the costs and delays of in-house development. Our open architecture approach can help you meet a broad range of investor needs, and features many options to customize your offering.

 

 

Our Solutions

Alternative Investment Solutions

Gain access to thousands of alternative investments—all delivered on a platform that is both cost-effective and transparent.

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Annuity and Insurance Solutions

Streamline sales and service of annuities with access to the industry's prominent insurance companies.

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Cash Management Solutions

Increase your share of assets with a money market sweep program and Corestone® account.

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Education and Health Savings

Leverage tax-advantaged education and health savings accounts with fully integrated strategies and technology.

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Fund Solutions

Gain access to load and no-load mutual funds from leading families, along with turnkey outsourcing solutions.

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Lending Solutions

Become clients' preferred source for credit solutions to meet liquidity needs or extend investment power.

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Philanthropy Solutions

Help make your client’s philanthropic vision a reality with donor-advised funds.

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Trust Solutions

Access personal trust services from some of the nation’s most highly regarded trust companies.

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Ask how we can help transform your business

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Information for Investors

Account Balance Inquiries (201) 413-3333

©2025 Pershing LLC. 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, BNY Mellon and Bank of New York Mellon are corporate brands 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.  Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, or one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc. 

 

For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners. The information contained herein, including any attachments, is proprietary to BNY Pershing. It may not be reproduced, retransmitted or redistributed in any manner without express written consent.  This material does not constitute a guarantee by BNY or BNY Pershing of any kind. This material is for general information purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter. BNY Pershing is not responsible for updating any information contained within this material and information contained herein is subject to change without notice.

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