CLIENT ACCOUNT INFORMATION
Client assets are held in custody with Pershing LLC, through an arrangement with Shareholders Service Group (SSG). Pershing holds your assets and SSG provides your trade confirmations, account statements, and tax documents.
Clients may access their account information 24 hours a day, seven days a week. View trade confirmations, holdings and account statements with ease.
Log In to your account.
TO ACCESS YOUR SHAREFILE SECURE VAULT