Terms of use

Terms of Use for This Website      Identity Verification Agreement     Electronic Notification Agreement


Terms of Use for This Website
Except with respect to information about your financial organization and, unless otherwise specified, the content of this service is owned or licensed by Pershing LLC ("Pershing") and is protected by the United States Copyright Act of 1976, as amended, and the copyright laws of other countries. Certain materials are used by permission of their respective owners. Certain specified content is the property of your financial organization.

Pershing LLC is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent investment advisors who collectively represent over five million active investors. Located in 19 offices worldwide, Pershing is committed to service excellence and to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions and practice management support. Pershing (member FINRA/NYSE/SIPC) is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. Additional information is available at pershing.com.

The material provided in this website, including graphic images, buttons, and text, may not be copied, reproduced, republished, uploaded, posted, transmitted, or distributed in any way, without the prior written permission of Pershing, except that you may download, display, or print your brokerage account statements and trade confirmations for your personal use, provided that you keep intact all copyright, trademark, and other proprietary notices. Modification of the materials or use of the materials for any other purpose is a violation of Pershing or its third party information providers' copyrights and other proprietary rights. Nothing contained herein shall be construed as conferring by implication, estoppel, or otherwise, any license or right under any copyright, patent, trademark, or other proprietary interest of Pershing or any third party. Pershing acts solely as clearing agent for your financial organization.

PERSHING, YOUR FINANCIAL ORGANIZATION, AND OTHER PROVIDERS OF MATERIALS ON THIS SITE DISCLAIM ANY WARRANTY OF ANY KIND, WHETHER EXPRESS OR IMPLIED, AS TO ANY MATTER WHATSOEVER RELATING TO THIS SERVICE, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NONINFRINGEMENT. REFERENCE TO A FUND OR SECURITY INCLUDED ANYWHERE IN THIS SERVICE IS NOT A RECOMMENDATION TO BUY, SELL, OR HOLD THAT, OR ANY OTHER SECURITY.

No judgment or warranty is made with respect to the accuracy, timeliness, or suitability of the content of other services or sites to which these screens link, and neither Pershing nor financial organization take any responsibility therefore. A link from this website to another service or site outside of financial organization is not an endorsement of the service or site, its content, or its sponsoring organization.

By using this service, you accept at your own risk that the Internet and online communications medium may not perform as intended despite the efforts of Pershing, your Internet service provider and you. If you have questions about these notices contact your investment professional or financial organization.

Identity Verification Agreement

You must have a Social Security number to register on this site. If you do not have a Social Security number, please contact your financial organization for assistance. In addition, you must register using an account for which your Social Security number is primary on the account. For example, you cannot register using a joint account if you are not listed as the primary account holder.
When registering on this site, you will be asked a series of multiple-choice questions. The questions have been developed by a third-party vendor based on information obtained from public databases. Your answers are compared by the vendor to the information available from these sources.
You may be asked questions about yourself, people you know or were once associated with, places you have lived or worked, and the like. The information used in these questions is not related in any way to the information on the specific account(s) held at your financial organization.
Please be aware that if you are unable to register directly on myedocumentsuite.com, it does not mean that you cannot use the service. Please contact your financial organization for assistance; they are equipped to create a user ID and password for you.

We strongly encourage you to review the Frequently Asked Questions about online registration, which provide greater detail about the identity verification process.

Successful online registration will provide immediate access to your accounts. At this time, accounts without a Social Security number are not eligible for online registration. In addition, if your Social Security number is not recognized as being associated with the account number entered, your online registration will be unsuccessful.

To continue with online registration, please click the "Continue" button below.

If you are ineligible for online registration, or you do not want to complete the registration process online, click the "Cancel" button below and contact your financial organization to register for www.myedocumentsuite.com.

Electronic Notification Agreement
To stop receiving paper account statements, trade confirmations and/or other documents as they may be made available (the "Account Communications"), you agree to accept and receive electronic notification that the Account Communications are available online for your retrieval (the "Service"). "You" means the account owner(s) and/or authorized user(s) of the account. "Authorized user" means a person that you have authorized with full access to your account and has been granted a user ID.

By accepting electronic delivery of the Account Communications, you are agreeing to the electronic delivery of all notices, disclosures and other information relating to your account that are communicated with or within the Account Communications.

The Account Communications will be available to you online via www.myedocumentsuite.com, a service provided by Pershing LLC on behalf of your financial organization, or a website provided to you by Pershing LLC on behalf of your financial organization. You will be notified by electronic mail (e-mail) when these documents are available to be viewed online. The e-mail notification(s) will be sent to the e-mail address(es) established when registering with this service, or that have otherwise been provided. You may modify the e-mail address(es) through the website or by contacting your financial organization. In the event of an e-mail notification failure as defined by Pershing, Pershing will terminate this arrangement and you will revert to receiving paper documents until such time that you re-enroll through the myedocumentsuite.com or other website service.

By accepting this Agreement, you affirm that you have a valid e-mail address on record with your financial organization, have access to the Internet and you are at least 18 years of age. You also affirm that you have installed Adobe Acrobat Reader version 4.0 or higher to view your Account Communications. You agree that electronic delivery of the Account Communications is deemed accepted, regardless of whether a particular document is accessed or viewed. You may print or save a copy of the Account Communications at any time. You may request a mailed copy of your Account Communications by contacting your financial organization.

Your consent to accept electronic delivery of the Account Communications is effective until revoked by Pershing, your financial organization or you. You may revoke your consent and resume receiving paper Account Communications by changing your delivery preferences by following the instructions on the website, or by contacting your financial organization directly for assistance.

Changes to the electronic delivery settings for your accounts may be made by any authorized user, such as a joint account owner.

In the event that you lose access to the website, you may contact your financial organization in order to have your access reinstated, or you may register directly via myedocumentsuite.com.

You expressly agree and acknowledge that your use of the Service is at your sole risk. None of Pershing, your financial organization nor their respective directors, officers, employees, agents, contractors, affiliates, information providers or services warrant that the myedocumentsuite.com or other website service will be uninterrupted or error free. Neither Pershing nor your financial institution warrant the timeliness, sequence, accuracy, completeness, reliability or content of any information with respect to accessing electronic information. The service provided herein is on an "as is", "as available" basis and without warranties including, without limitation, those of merchantability, fitness for a particular purpose or non-infringement other than those warranties which are implied by and incapable of exclusion, restriction or modification under the laws, rules and regulations applicable to this service.

You are responsible for maintaining the confidentiality of your user ID and password, and for restricting access to your computer, and you agree to accept responsibility for all activities that occur under your user ID or password.

You are agreeing to abide by the terms and conditions as they may be amended from time to time; amended terms will be posted on this site. Your continued use of the site will constitute your acceptance of the then-current terms and conditions.

The terms and conditions of this Agreement set forth the entire understanding and agreement between us with respect to the subject matter hereof.