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Go Paperless

Go Paperless

Clients are legally required to be sent all applicable documentation on all account activity. We fully endorse clients being informed with all account activity and also know that all the paperwork can become overwhelming.

Clients with accounts held at Pershing LLC can elect to change their account preferences to receive all the same documentation, only paperless and through email instead. Changing your preference to paperless for multiple accounts in the household can be a daunting job for the investor, who must be a participant in the process for security purposes.

To set up your preferences, you will need to create an account at NETXinvestor (Pershing LLC's investor platform) and follow the steps we have linked below. We will also provide guidance in helping you accomplish your NETXinvestor and E-delivery (paperless) registrations.

If you need further assistance please contact our customer service representative:

  • or call (415) 800-7043