CONNECTING CLIENTS WITH THEIR WEALTH

Investor Portal

Empower Your Clients Rapidly evolving technology is creating a new world of digitally connected advisors and clients. BNY Mellon | Pershing’s investor portal helps your clients stay connected to their wealth by providing an elegant, easy-to-use, digital solution.

Pershing’s investor portal provides your clients with:• An efficient, user-friendly way to stay informed and

connected to their wealth

• Easy access self-service and tools to monitor their wealth in real-time

Clients want greater transparency, information and convenience made possible through technology integration.

Anytime, Anywhere AccessClients have 24/7 access to view their accounts through the investor portal and mobile app on tablet or smartphone (Apple/Android).

Your clients gain anytime, anywhere access to:

• Consolidated account information such as balances and holdings

• Online account documents including statements and tax documents

• Mobile Check Deposit

• Americans with Disabilities Act-compliant navigation

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Key FeaturesThrough our investor portal, your clients can easily obtain information about their accounts.

SUMMARY

Provides a high-level overview of your client’s accounts—displaying market valuation by account and an asset allocation pie chart.

BALANCES

Includes long and short market value, money market funds, cash available and funds due in multiple currencies.

HOLDINGS

By security type and realized and unrealized gains and losses.

PROJECTED CASH FLOW

For both equity and fixed-income positions.

HISTORY

Up to two years of account transaction history, 10 years of account statements, seven years of tax statements and six years of trade confirms.

An Elegant and SecureUser Experience• We have created an online experience that is fine-tuned to the way clients want to view their wealth—making it intuitive and easy to use.

• The investor portal requires multi-factor authentication and One-Time Passcode for increased security.

E-DELIVERY

Clients can sign up for e-delivery of multiple documents for their accounts, including account statements, tax documents and trade confirmations.

BILLSUITE™

Clients can view, pay and manage their bills online through Corestone®, Pershing’s asset management account.

INTEGRATION

Download account information into Quicken®, TurboTax® and TaxCut®.

VIEW LIABILITIES

The ability to view BNY Mellon N.A. investment credit lines and mortgages.

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An Advisor-Led ExperienceAs a business-to-business provider, we keep you at the center of your clients’ financial lives. You have the ability to provide your clients access and customize the experience for them.

GROUP ACCOUNTS

Allows you to group a number of your clients’ accounts so they see all of their accounts when they log in.

NICKNAME ACCOUNTS

Allows you to create nicknames for each of your clients’ accounts creating a personalized experience for them as they login and view their various accounts.

MY CLIENT VIEW

Allows you, through NetX360®, to view what your client is seeing in the investor portal, making it simple to answer any questions.

For More Information To learn more about the investor portal, please contact your Relationship or Account Manager.

©2019 Advisor Solutions. Advisor Solutions refers to the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY Mellon, N.A.

Pershing Advisor Solutions LLC, member FINRA, SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Clearing, brokerage custody or other related services may be provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Bank custody and private banking solutions are provided by BNY Mellon, National Association (BNY Mellon, N.A.), member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation.

Professionally managed investment advisory services, if offered, are provided by Lockwood Advisors, Inc. (Lockwood), a Pershing affiliate and an investment adviser registered in the United States under the Investment Advisers Act of 1940.

For professional use only. Not for distribution to the public. Trademark(s) belong to their respective owners.

The information contained herein, including any attachments, is proprietary to Advisor Solutions. It may not be reproduced, retransmitted or redistributed in any manner without express written consent.

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