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 (common and preferred), Mutual Funds (load and no-load), Treasury Securities, Corporate Bonds, Federal Agency Securities, Municipal Bonds, Certificate of Deposits, 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 checkwriting to more advanced services like a MasterCard® debit card and tax-lot accounting, the 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.

  • NetExchange ProTM allows investment professionals to conveniently review real-time customer account information, enter trades, access research and real-time quotes, create model portfolios, as well as access and store client statements, trade confirms and tax forms. Visit the NetExchange Pro Demo Site for more information.
  • NetExchange Client® – Provides client access to account information such as portfolio holdings with market values, cash balances, account history up to 120 days and delayed quotes. For more details, visit the NetExchange Client Web site.

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