Access Your Pershing Account Online

Access Your Legent Account Online

Prior to viewing your Legent Account Online you must obtain a user name and password. Please click the Adobe PDF icon to apply for online access.

If you've already completed the required form, please click the Legent Clearing logo to gain access to your Legent account.

If you are having problems logging into your Legent account then please contact our Operations Team for assistance at (800)662-8452 or send us an email.

Access Your Pershing Account Online

Prior to viewing your Pershing Account Online you must obtain a user name and password. Please click the pdf icon    to apply for online access. 

If you've already completed the required form, please click the netexchange|CLIENT® logo to gain access to your Pershing account.

If you are already a user and are having problems logging into your Pershing account then please contact our Operations Team for assistance at (800)662-8452 or send us an email. You may also click on the Pershing Logo below for detailed instructions.

EasyPay Funds Transfer System

The Pershing® and netexchange|Client® logos are the property of Pershing (An affiliate of The Bank of New York Mellon), and may not be copied or reproduced without the express permission of its owners.

The Legent Clearing® logo is the property of Legent Clearing Corporation and may not be copied or reproduced without the express permission of its owners.