Pershing LLC
About Pershing LLC
Pershing LLC, now commonly branded as BNY Pershing, is a major U.S. financial services company that provides clearing, custody, brokerage infrastructure, trading, settlement, technology, and operational services to wealth management firms and institutional financial organizations. Pershing primarily serves broker-dealers, registered investment advisers, banks, wealth managers, family offices, and other financial institutions rather than operating like a traditional consumer brokerage company.
Pershing was founded in 1939 by the son of World War I General John J. Pershing. Over the decades, the company developed into one of the leading providers of securities clearing and custody services in the United States. Today, Pershing LLC is a member of FINRA, the New York Stock Exchange, and SIPC and operates as part of BNY, the corporate brand of The Bank of New York Mellon Corporation. Current Pershing information states that its platform supports more than 8 million global investor accounts and approximately 1,000 clients across 30 countries.
Pershing’s principal place of business remains One Pershing Plaza, Jersey City, New Jersey 07399. A 2026 SEC broker-dealer filing continues to identify this address as Pershing LLC’s principal place of business. The company provides services including brokerage custody, trade clearing and settlement, investment solutions, institutional services, prime brokerage, data and technology solutions, and middle- and back-office support.
Quick Information
Corporate Phone Number
201-413-2000
Customer Service Number
Pershing does not operate one universal retail Customer Service number for every individual investor because many customer accounts are introduced to Pershing through another financial institution or adviser.
For Pershing investor platform assistance:
1-877-870-7230
For account balance inquiries:
201-413-3333
Corporate Office Address
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
United States
Headquarters Address
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
United States
Current SEC records identify One Pershing Plaza as Pershing LLC’s principal place of business.
Pershing does not publish one general email address intended for all retail investors.
Customers should normally contact the financial institution, broker-dealer, registered investment adviser, or financial professional through which their Pershing account is maintained.
For certain specialized Pershing services, separate departmental email contacts may be available.
Industry
Financial Services, Brokerage Clearing, Securities Custody, Wealth Management Infrastructure, Institutional Financial Services and Financial Technology
Founded
1939
BNY Pershing’s current company profile states that Pershing was founded in 1939 by the son of General John J. Pershing.
Number of Employees
Pershing does not currently publish a separate, verified company-wide employee count for Pershing LLC alone.
Its parent company, BNY, employs tens of thousands of people globally across its broader financial services organization. Because BNY employees support many different business units, the parent’s total workforce should not be presented as Pershing LLC’s standalone employee count.
Corporate Office Hours
Pershing does not publish standard public walk-in hours for One Pershing Plaza.
The company’s investor platform support line at 1-877-870-7230 is currently listed as available from:
9:00 AM to 6:00 PM Eastern Time
Customers should contact their financial institution or Pershing support channel before attempting to visit the Jersey City office.
Website
Investor Relations
Pershing LLC is not separately publicly traded.
Its ultimate parent company, The Bank of New York Mellon Corporation, trades on the New York Stock Exchange under the ticker symbol BK.
Investor Relations:
https://www.bny.com/corporate/global/en/investor-relations/overview.html
Careers Page
https://www.bny.com/corporate/global/en/about-us/careers/work-with-us.html
Pershing employment opportunities are generally offered through BNY’s careers platform rather than through a separately listed public Pershing recruiting portal.
Pershing LLC Products & Services
Pershing provides financial infrastructure and technology primarily to financial professionals, wealth managers, broker-dealers, advisers, banks, and institutional firms. Its services help client firms manage investor assets, execute transactions, maintain custody, meet regulatory requirements, and operate investment businesses more efficiently.
Clearing Services
Pershing is a major provider of securities clearing services.
Financial institutions can use Pershing to process brokerage transactions, coordinate settlement, maintain records, and handle operational functions associated with securities trading.
Brokerage Custody
Pershing provides brokerage custody for client assets through Pershing LLC.
Custody services allow qualifying financial firms to hold securities and other eligible investment assets using Pershing’s infrastructure while continuing to manage their direct relationships with investors.
Trade Settlement
Pershing provides settlement services for securities transactions.
After a trade is executed, Pershing’s infrastructure helps coordinate the transfer of securities and cash required to complete the transaction.
Trading Services
Pershing supports trading across multiple asset classes and global markets.
Its platform provides execution capabilities and infrastructure to wealth management and institutional financial firms.
Investment Solutions
Pershing offers investment-related solutions that financial professionals can use to support their clients.
These can include access to investment products, managed solutions, cash-management services, and operational tools.
Wealth Management Solutions
Pershing works extensively with wealth management organizations.
Its technology and operational infrastructure can support advisory firms, broker-dealers, banks, family offices, and other wealth-management businesses.
Institutional Services
Institutional financial firms can use Pershing for custody, clearing, trading, settlement, operational support, and related financial infrastructure.
Pershing’s institutional business serves firms that require large-scale securities processing and custody capabilities.
Prime Services
Pershing provides prime-services solutions for qualifying institutional clients.
These services can include prime brokerage, custody, financing, securities lending, trading support, and operational services designed for hedge funds and other institutional investment organizations.
Securities Lending
Pershing supports securities lending solutions for eligible clients.
These services can help institutional firms and other qualifying participants generate value from eligible securities while meeting applicable operational and regulatory requirements.
Cash Management Services
Pershing provides cash-management infrastructure for qualifying brokerage and wealth-management accounts.
Cash may be allocated among eligible money market or other cash-management options according to the account arrangement and financial institution involved.
Managed Account Solutions
Pershing supports managed-account programs for financial advisers and wealth-management firms.
Its infrastructure can help with account administration, investment operations, reporting, and other functions associated with professionally managed portfolios.
NetXInvestor
NetXInvestor is an online investor-access platform associated with Pershing.
It allows eligible investors whose financial institution uses Pershing to access account information, statements, tax documents, trade confirmations, and other brokerage records.
Investor Account Statements
Pershing provides account statements for eligible investor accounts maintained through financial institutions using its custody and clearing services.
Statements can include account balances, positions, transaction history, fees, and other account information.
Tax Documents
Eligible investors can access tax documents associated with Pershing-maintained brokerage accounts.
Depending on the account and financial institution, tax forms may be available electronically through investor-access platforms.
Trade Confirmations
Pershing provides trade confirmations for securities transactions processed through its platform.
These confirmations can include details such as the security traded, transaction date, quantity, price, and applicable charges.
Middle-Office Support
Pershing provides middle-office services that can help financial institutions manage operational processes between investment decision-making and final trade settlement.
Services may include trade processing, reconciliation, reporting, and workflow management.
Back-Office Services
Pershing also provides back-office infrastructure.
These services can support bookkeeping, securities processing, settlement, account administration, custody records, and regulatory reporting.
Data and Analytics
Pershing provides data insights and analytics to financial firms.
These capabilities can help businesses understand client behavior, operational performance, account activity, and other information relevant to wealth management.
Business Consulting
Pershing provides consulting services designed to help wealth management and institutional firms improve operations, increase efficiency, manage risk, and grow their businesses.
Consulting can cover areas such as strategy, operations, technology, client experience, and organizational development.
Wove Platform
Pershing X, an affiliated BNY company, provides the Wove wealth-management technology platform.
Wove integrates tools used by financial advisers and can support activities such as client onboarding, portfolio management, billing, reporting, and other advisory workflows.
Pershing LLC Corporate Phone Numbers
Pershing publishes different telephone numbers depending on the type of account or service involved. Because many investor accounts are held through an introducing brokerage firm or financial adviser, individuals should normally contact that financial organization before calling Pershing directly.
Corporate Phone Number
201-413-2000
Regulatory and financial-industry records associate this number with Pershing LLC at One Pershing Plaza in Jersey City.
Corporate Headquarters Number
201-413-2000
This is the primary verified number associated with Pershing’s Jersey City headquarters.
Headquarters Number
201-413-2000
The same number is associated with Pershing LLC’s main office at One Pershing Plaza.
Corporate Office Number
201-413-2000
This is the most consistently documented corporate telephone number for Pershing LLC.
Customer Support Number
Pershing does not maintain one universal retail support number for every investor account.
Individual investors should generally contact the brokerage firm, adviser, bank, or financial organization that opened or services their Pershing account.
Investor Platform Support Number
1-877-870-7230
This number is published for inquiries regarding Pershing’s investor-access system.
Current published service hours are:
9:00 AM to 6:00 PM Eastern Time.
Account Balance Inquiry Number
201-413-3333
Pershing publishes this number specifically for account balance inquiries.
Toll-Free Number
1-877-870-7230
This is a verified toll-free Pershing contact number for investor-platform inquiries.
It should not be described as a universal phone number for every brokerage, trade, or account problem.
Sales Number
Pershing does not publish one universal public Sales telephone number for all financial institutions.
Prospective institutional clients should use Pershing’s business contact channels or connect with a BNY Pershing representative.
Support Number
1-877-870-7230
This number is appropriate for supported investor-access system questions.
Other support issues should generally begin with the investor’s financial institution.
Billing Number
Pershing does not publish one universal consumer Billing number.
Questions involving account fees, advisory charges, brokerage fees, or other billing items should normally be directed first to the firm or adviser servicing the investor’s account.
Regional Office Number
Pershing maintains a global business presence, but there is no single universal Regional Office telephone number covering all locations.
Regional contacts depend on geography and business unit.
Branch Office Number
Pershing maintains offices and affiliated operations in multiple locations.
Branch and operational contact numbers vary depending on the specific office and service.
Local Office Number
Jersey City Headquarters: 201-413-2000
Other local office numbers vary by location.
International Number
Pershing operates internationally through BNY and Pershing affiliates.
International clients should use the relevant regional Pershing contact channel rather than the U.S. headquarters number.
Emergency / After-Hours Number
Pershing does not publish a general consumer emergency or after-hours telephone number.
Investors facing urgent fraud, unauthorized trading, or account-security concerns should immediately contact the brokerage firm or financial institution servicing their Pershing account.
Investor Relations Number
Pershing LLC does not maintain a separate public Investor Relations telephone number because it is not separately publicly traded.
Investor relations for parent company BNY are handled through BNY’s Investor Relations department.
BNY Investor Relations Email
BNY Registered Shareholder Number
United States: 1-800-205-7699
International: +1-617-360-6990
These numbers are associated with BNY’s registered shareholder services through Computershare, not Pershing customer brokerage accounts.
Media / Press Number
Pershing media contacts can change over time according to the announcement.
Because older individual press contacts may no longer represent the current media team, a permanent old media number should not be presented as the main current contact.
Human Resources Number
Pershing does not publish one dedicated public HR telephone number for general employment questions.
Career opportunities should be accessed through BNY’s official careers platform.
Reservations / Booking Number
Not applicable.
Pershing is a financial services and brokerage infrastructure company and does not operate a consumer reservation or booking service.
How to Reach a Real Person at Pershing LLC
If you are an individual investor and your brokerage statement shows Pershing LLC, the best first step is usually to contact the brokerage firm, investment adviser, bank, or financial professional through which your account was opened. Pershing frequently acts as the clearing and custody provider behind another financial institution, so that institution generally manages the direct customer relationship. For investor-platform problems, Pershing publishes 1-877-870-7230, with support currently listed from 9:00 AM to 6:00 PM Eastern Time. Account balance inquiries can also be directed to 201-413-3333.
For corporate-level inquiries, 201-413-2000 is the verified telephone number associated with Pershing LLC at One Pershing Plaza in Jersey City. Before calling, have your financial institution’s name, account-related reference information, and a concise explanation of your issue available. Do not provide passwords, one-time security codes, or unnecessary personal financial information to an unsolicited caller claiming to represent Pershing. If you suspect fraud or unauthorized activity, contact the financial institution servicing your account immediately.
Pershing LLC Headquarters & Corporate Office Address
Pershing LLC’s current principal place of business is:
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
United States
Corporate Phone: 201-413-2000
Pershing’s 2026 SEC broker-dealer filing continues to identify One Pershing Plaza, Jersey City, NJ 07399 as its principal place of business.
One Pershing Plaza Headquarters
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
United States
This is Pershing’s primary U.S. headquarters location and the address most consistently associated with its regulatory filings and corporate materials.
Pershing Cash Management Services Address
Certain current financial filings identify:
Pershing LLC
Pershing Cash Management Services
One Pershing Plaza
Harborside III, 6th Floor
Jersey City, NJ 07399-0001
United States
This departmental address should not be confused with a separate corporate headquarters.
Pershing Mailing Address
Certain Pershing operational and fund-related records also use:
Pershing LLC
P.O. Box 2052
Jersey City, NJ 07303-2052
United States
This is a mailing address used for particular operational purposes rather than Pershing’s main headquarters.
Parent Company Headquarters
Pershing operates as part of BNY.
BNY’s corporate headquarters are located in New York City, while Pershing LLC’s own principal business location remains One Pershing Plaza in Jersey City, New Jersey.
Pershing Global Locations
BNY Pershing maintains an international business presence and supports financial institutions in numerous countries.
Its current corporate information describes a global presence serving clients across approximately 30 countries, with services spanning clearing, custody, execution, technology, and wealth-management infrastructure.
How to File a Complaint Against Pershing LLC
Investors who have a complaint involving an account held or cleared through Pershing should first determine which organization actually maintains the direct customer relationship. In many cases, Pershing provides clearing and custody services while another broker-dealer, investment adviser, bank, or financial professional handles investment recommendations and customer service. Gather account statements, trade confirmations, transaction dates, correspondence, financial-adviser information, and details of the disputed activity before beginning the complaint process.
Step 1: Contact Your Brokerage Firm or Financial Adviser
Start by contacting the brokerage firm, registered investment adviser, bank, or financial professional through which your Pershing account is maintained. Explain the problem clearly and provide relevant details such as the account involved, transaction date, security name, disputed amount, or trade confirmation information. Ask the firm to explain whether the issue originated with its own operations or with Pershing’s clearing and custody services. Many concerns involving trades, advisory instructions, fees, account restrictions, or investment recommendations must be handled by the introducing financial institution. Keep written notes of who you contacted, the date, and the response you received.
Step 2: Contact the Appropriate Pershing Support Channel
If the issue specifically concerns Pershing’s investor-access system or account information, use the relevant Pershing support channel. Investor platform inquiries can be directed to 1-877-870-7230, while account balance inquiries can be made at 201-413-3333. Explain which financial institution maintains the account and provide only the information needed to identify the issue. If Pershing tells you the matter must be resolved through your broker or adviser, record that response and return to the introducing firm with the information Pershing provided. Keep any case, reference, representative, or follow-up information for your records.
Step 3: Submit the Complaint in Writing
If the problem remains unresolved, prepare a written complaint that clearly explains what happened, when it occurred, the financial institution involved, and the outcome you are requesting. Include copies of relevant statements, trade confirmations, emails, letters, or other supporting materials, but keep the original documents for your own records. Written communication can be particularly useful for disputes involving securities transactions, account restrictions, unexplained fees, missing assets, or discrepancies between brokerage records. Clearly distinguish between actions taken by your broker or adviser and services performed by Pershing. Maintain copies of all correspondence and delivery records.
Step 4: Escalate the Matter to Pershing LLC When Appropriate
For an issue that specifically involves Pershing and remains unresolved through normal support channels, corporate correspondence may be directed to Pershing LLC, One Pershing Plaza, Jersey City, NJ 07399, United States. Include your full contact information, the name of the introducing financial institution, relevant account-reference information, dates, transaction details, and a chronological description of the complaint. Explain what steps you have already taken with your broker, adviser, and Pershing and clearly identify the resolution you are requesting. Avoid including passwords or unnecessary sensitive information in ordinary correspondence. Keep a complete copy of the complaint package for your records.
Step 5: Consider the Appropriate Regulatory Complaint Process
If a securities-related complaint remains unresolved, investors may consider the appropriate regulatory or dispute-resolution process based on the facts of the matter. Pershing LLC is a registered broker-dealer and a member of FINRA, NYSE, and SIPC, so certain brokerage complaints may fall within the jurisdiction of FINRA or the U.S. Securities and Exchange Commission. FINRA’s BrokerCheck and complaint resources can also help investors research registered firms and financial professionals. Before escalating the matter, organize all statements, trade confirmations, emails, correspondence, case numbers, and notes from previous conversations. The appropriate regulatory process will depend on whether the concern involves Pershing, the introducing brokerage firm, an investment adviser, or another financial institution.
