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Pershing Support
Application Instructions
Download the online access form.
Pershing requires you to fill out a form for online access. Please be sure to use a four-digit year and complete each box that pertains to you and your accounts. If you choose to fill in the form on your computer, please save your document and check that all fields are completed prior to
signing the form. Print, sign and date the form. Fax it to (309) 820-7451.
The attached form must be signed and
dated by the primary account holder or designated individual prior to
approval for online access.
Login Instructions
Login: Click on the Login link located at the top of the
Netexchange CLIENT® page.
Your Financial Organization Number Is: 7JY
Your User ID: (Enter Your Assigned User ID)
Your Password: (Enter Your Assigned Password)
Click on LOGIN
A new login process has been implemented by Pershing to make your online experience more secure.
Learn More
User Support
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.
Additional Information
Click here to view a memo regarding Excess SIPC Coverage.
Click here to learn more about EasyPay Funds Transfer System.
Pershing implements Stronger Authentication
On December 6, 2007 Pershing will launch a Stronger Authentication initiative that will provide our clients, accessing NetExchange Client® sites, including NetExchange View®, enhanced security measures to safeguard their personal and account information. These features include:
- Image Identification. An image and phrase chosen by the client is displayed during the login process to validate that the user is authenticating to a genuine site.
- Challenge Questions. If a user logs on to the site from a different computer, a new series of challenge questions will be asked to confirm his/her identity to help protect against compromised IDs and passwords, specifically when accessing an account from a remote location/computer.
- Stronger Password Composition. This features consists of mandatory and optional rules. Mandatory controls are turned on during either a password change or reset operation. Optional controls can be enabled and modified by First Midwest Operations.
On November 16, 2007, a new Stronger Authentication flash demo on NetExchange Client login pages will provide users with advance notice of the new process.
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