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Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed.
Jersey City, United States
I have used this company for years (this is what a financial advisor that I trusted used) and I hate it. It feels impossible to log into my account, and the hours are hard for me to get ahold of them by phone. I literally dread doing my taxes because of them.
Their NetXInvestor portal is very basic and generic. It will not sync with any aggregator services. So while they claim to allow you to manage your finance, they are essentially blocking it themselves!
They would not provide me information on my account - referring me back to my broker - who I left because of his bad advice, including the investments held by Pershing. In effect, Pershing is shielding him.
My review relates to Pershing's Liverpool office. Terrible management. Limited opportunities to progress. Avoid.
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