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Click here to view your current portfolio value. If this is your first time and you have not already registered, click on the "Registration" button. Then enter your SSN and then under 'client temp password' enter: vision. After completing this process, you will have permanent access to view your portfolio. If you have questions registering please call us.
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Pershing's
new "Go Paperless" campaign. Sign up here to receive your statements
and investment trade confirmations via email to avoid a $1
fee per-mailing beginning June 1st, 2011.
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To view your portfolio through NetExchange Client, please call your financial representative's office at 616.931.1000.
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