Reporting Services
To your clients, your brokerage account statement is one of the most visible representations of your firm. Our reporting services enable you to offer clients the clear, streamlined information they need. Working with us, you can simplify your operations and build your brand at the same time.
Client Brokerage Account Statements
- The #1 DALBAR rating in 2008 and 2010, recognizing our statement as the best in the industry
- At-a-glance view of client accounts, activity summaries, and more
- Consolidated, household statements with SelectLink®
Efficiency Tools
- SelectView® - Delivers all of your clients' statements on a single CD-ROM, for convenient and efficient storage, sorting, and retrieval
- e-Document Suite™ - Enables you and your clients to access online copies of your clients' brokerage account statements, trade confirmations, and 1099 tax statements
- Customizable billing support
- Tax reporting services
Contact us today to learn more about how we can support your reporting needs.
For financial organizations that offer managed accounts, our Customer Billing Support (CBS) system lets you create an unlimited number of fee schedules that can be customized at the firm, office, account, or investment professional level.
Pershing’s Tax and Year-End Statement and Year-End Account Report provide critical information that can help clients manage their financial portfolios. Both documents offer clients valuable annual account information that they can use to assess their financial progress and give your firm the opportunity to offer an important service that can be used to develop client relationships.