Pershing LLC | Custodian

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, is one of the world’s leading providers of securities services. Pershing serves as the custodian for brokerage accounts managed through Cetera Wealth Services, LLC, as well as for many other broker-dealers.

Pershing provides key administrative and operational support, including trade settlement, tax and account recordkeeping, online account access, and preparation of monthly statements. Pershing meets strict net capital requirements and is subject to regular internal and independent audits to help ensure the proper handling, segregation, and protection of investors’ assets.