Pershing’s brokerage account statement is a powerful tool that will help your clients keep track of their financial portfolios. Highly regarded for its flexibility of customization, this statement received DALBAR’s “Excellent” designation and is ranked number one among firms in the Brokerage Industry category. DALBAR is the leading market research firm that evaluates and promotes higher standards for investor statements and this is their 11th annual Trends and Best Practices in Investor Statements survey.
Our brokerage account statement offers a myriad of client-friendly options, including the ability to:
- Brand it with your firm’s logo
- Add your name and address
- Choose your own cover options for a more aesthetically pleasing look
- Customize sections based on your clients’ preferences
- Include statement messaging to communicate important updates or marketing messages
- Offer statements in Spanish or English
- Deliver it to your clients electronically or in print
Pershing can also assist your efforts to “go green” by allowing your clients to turn off paper delivery of their brokerage account statements. This process is safe and convenient—when your clients log in to the secure website, they can view, download and print their brokerage account statements whenever they want. An e-mail will notify them when their brokerage account statement is available to view, and they can change their delivery preferences at any time. Clients will have easy access to a comprehensive brokerage account statement, while helping your firm protect the environment.