Clearing, Custody and Settlement

As the industry's largest provider of clearing and settlement solutions,¹ Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients.

Our solutions include:

  • Global clearing and settlement in equities, fixed income, annuities and more
  • Multicurrency capabilities
  • A proprietary rules-based compliance engine and fully integrated alerts
  • Advisor access to reporting and a single view of client holdings, from mutual funds to 529 plans to annuity policies
  • Award-winning client statements and information delivered the way investors prefer—including on mobile devices

Do you want to learn more about our Clearing, Custody and Settlement solutions?

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Do you want to know more about Pershing Clearing Services?

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1Investment News, 2015, based on number of broker-dealer clients