Full-Service Brokerage Account
To be the best, you have to work with the best. Our affiliation with Pershing LLC enables us to deliver an array of quality products and services.

Pershing LLC
ONESCO has contracted with Pershing LLC, an acknowledged industry leader in brokerage execution and clearing services, to offer you the highest quality of financial services and products. Pershing offers the technological strength, financial security, and a comprehensive line of products and services that a full-service brokerage firm can utilize to distinguish itself from its competition.

With a strong presence on the New York Stock Exchange^®, American Stock Exchange^®, and major stock exchanges worldwide, Pershing LLC commands a powerful industry presence. Pershing LLC is one of the nation’s largest clearing firms, executing more than 10 percent of all New York Stock Exchange trades each day.

Investment products available through Pershing include: Stocks, ETFs, Mutual Funds, Treasury Securities, Bonds (corporate, municipal), Certificates of Deposit, Unit Investment Trusts, Pershing LLC Subscribe program for annuity purchase, Commercial Paper and certain option strategies.

Standard Brokerage Features – A standard brokerage account allows you to consolidate most of your client’s investments (stocks, bonds, mutual funds, cash, etc.) into one account. Clients receive one easy-to-understand, consolidated statement detailing their transactions.

Cash Management Features – ONESCO offers a range of cash management services for our brokerage customers. From simple check writing to more advanced services like a Master Card debit card and Portfolio Evaluation Services. ACH (automatic clearing house debiting) is also available to move money to or from a client's bank checking account to his brokerage account. Bill Payer Services are available through Pershing LLC's NetExchange Client. ONESCO offers free web access for your client's viewing. Client's activity will be displayed on a statement that can combine all brokerage, check writing, money market fund and debit card activity into a cohesive package.

Technology Features – ONESCO provides a variety of technological services to help you and your clients manage their brokerage accounts, including Internet access to accounts, quotes, research and other features, and also online storage of clients’ statements, trade confirms, and tax documents.

• NetX360^TM – Pershing LLC's industry leading suite of products helping Representatives manage and trade their client accounts more efficiently. Create model portfolios, research, news, interday client account information and store statements and confirms electronically. Statements are available for 10 years, confirms for 7 years.
• NetExchange Client^® – provides instant access for your brokerage clients to their account balances, portfolio holdings, account activity, statements (stored for 10 years) and trade confirmations. Bill Payer services are available through NetExchange Client. NetExchange Client website is provided to your clients free of charge by ONESCO.
• Field Caesar – ONESCO's premier information website - alerts, client account data & positions, forms through Quik! Interface, current, pending and historical commission statements and more.
• ON-Net – ONESCO access to training opportunities, production reports, manuals, forms and tools (ONESCO, Compliance, Pershing LLC), links to websites, and information on a wide variety of topics and services.

For more information about Pershing, please visit www.pershing.com.