Pershing is pleased to announce that a new Corestone Account™ tier, Silver Plus, is now available. The Corestone Silver Plus account includes basic check writing, with the addition of a Visa® debit card. This new tier joins the suite of Corestone Accounts that currently include Silver, Gold and Platinum account levels.
New Account Application and Agreement
A new Corestone Account application and agreement are now available, which include Silver Plus as an account opening option. We recommend that you use the revised Corestone Account application immediately. However we will accept the old applications for Silver, Gold or Platinum level Corestone Accounts through September 15th, 2012.
Communicating With Clients
To help you communicate the launch of Silver Plus, a sample client letter and brochure have been provided. Additionally, a series of statement messages will appear on your clients’ September and December 2012 brokerage account statements.
To learn more, visit the Material Catalogue in NetX360, or contact the home office.