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. Save the form to your desktop. Complete the required fields found on the form, save and then email or fax to (309) 820-7451 Attn: Scott.

If you've already completed the required form, please point and click netexchange|CLIENT® 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 (866) 661-9785 or send us an email. You may also click on the Pershing Logo below for detailed instructions.