Plan document maintenance and recordkeeping for your Pershing plan made easy with Ascensus Retirement Services Contact Ascensus today to initiate services. Maybe they wont mandate this for the rest of the accounts, but once you do it for IRA accounts its an easy transition for the rest of the business., Related Topics: << endobj stream
/Rect [524.49 447.438 569.49 476.205] endobj They make it sound harmless but I expect this is the first step to moving everything to PrimeVest, said one adviser unhappy with the proposed change who asked not to be identified. /AP 471 0 R 131 0 obj /Subtype /Widget >> /Kids [250 0 R 252 0 R] Investments involve risk, including the potential loss of the principal invested, and are not guaranteed. /DV () We currently have the phones forwarded to one of our staff and will take messages in order that we may return your call as soon as possible. /DA (/ZaDb 8 Tf 0 g) >> /V () The Market Data that may be provided is not a complete summary or statement of all available information or data. 23 0 R 37 0 R 51 0 R 65 0 R 79 0 R 93 0 R 24 0 R 38 0 R 52 0 R 66 0 R << endobj 13 0 obj /Type /Annot endobj /DA (/F1 8 Tf 0 0 0 rg ) /DA (/F1 8 Tf 0 0 0 rg ) /H /N >> /AP 473 0 R << /V () /BS 336 0 R /V () /FT /Tx /Type /Annot /BS 464 0 R /P 8 0 R /Kids [207 0 R 208 0 R] /FT /Btn /F 4 << /V () /AP 313 0 R endobj /P 8 0 R /Rect [476.98 174.242 521.98 200.43] 48 0 obj 145 0 obj /DV () /V () Change ownership. /F 4
IRAs | Empower /DV () /DA (/F1 8 Tf 0 0 0 rg ) /H /N << << /T (Quantity10_F000000105) /DA (/F1 8 Tf 0 0 0 rg ) endobj /P 8 0 R 49 0 obj /Type /Annot /Type /Annot /T (esign_sec1_F000000105) /F 4 1. 37 0 obj /FT /Btn /Subtype /Widget /T (MATURITY_DATE1_F000000105) /Kids [187 0 R 188 0 R 189 0 R 190 0 R 191 0 R] /T (Quantity3_F000000105) /Kids [234 0 R 236 0 R] Over 5,000 funds fromTIAA,Nuveenandother firms, Lifestyle and Lifecycle (target date) funds. /Type /Annot 52 0 obj /DA (/F1 8 Tf 0 0 0 rg ) /Rect [42.25 479.297 87.25 506.13] Pick the fund with a year closest to when you plan to retire. /DV () This statement is required for this form to be processed. 175 0 obj << << 128 0 obj /V () /P 8 0 R << /BS 382 0 R endobj /FT /Btn /T (Step4Tfr3_F000000105) /F 4 /T (Step4Div11_F000000105) /BS 376 0 R /P 8 0 R Pittsburgh, Pennsylvania 15250-8091, Overnight Mail - Retirement transfer deposits: /Subtype /Widget /AP 391 0 R Conservative, aggressive or in-between, our Lifestyle funds provide instant diversification2within a single solution.3. /BS 356 0 R /FT /Tx /DA (/ZaDb 8 Tf 0 g) 147 0 obj /V () Pershing is a one-stop source for a range of individual retirement solutionsalong with a wealth of tools and resources to help advisors grow their retirement business. /AP 491 0 R /BS 354 0 R /F 4 /F 4 endobj /Ff 0 /DV () /Parent 2 0 R /P 8 0 R << endobj 54 0 R 68 0 R 82 0 R 96 0 R 27 0 R 41 0 R 55 0 R 69 0 R 83 0 R 97 0 R /P 8 0 R >> /Rect [89.76 326.447 144.433 353.28] /Rect [476.98 262.728 521.98 291.495] Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. /P 10 0 R /T (Step4Div13_F000000105) /Kids [282 0 R 284 0 R] /Rotate 0 155 0 obj >> 1There is no account fee to own a TIAA brokerage account; however, brokerage transaction fees may apply. Rollover and Transfer Lockboxes (Retirement Accounts) Retirement Rollover Deposits: Pershing LLC - Rollover Processing. /AP 367 0 R /H /N /T (Quantity1_F000000105) 106 0 obj /Type /Annot /F 4 Pershing LLC - IRA Contribution Processing 95 Christopher Columbus Drive Attn: Imaging Center 3rd Floor Jersey City, NJ 07399. 144 0 obj /Kids [261 0 R 263 0 R] /ModDate (D:20211029141614Z) 58 0 obj endobj /DV () ET. /H /N >> Provide the two character account type code that most accurately describes your account. 126 0 obj /Ff 0 >> /Length 577 H|n0d)4! Z,rt]X@^AJ.sP7b^kuP.0uS|`Aj-
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e2~Dg5ey Furthermore, SCM has no affiliation with Pershing, a subsidiary of Bank of New York Mellon or Charles Schwab & Co., Inc. THIRD PARTY CONTENT: Through this website, you may have access to information relating to securities, indexes or the securities markets ("Market Data"). /Subtype /Widget << /H /N 121 0 obj /Rect [42.25 234.737 87.25 260.925] The purpose of this website is information distribution. /T (Step4Gain9_F000000105) /Subtype /Widget /Type /Annot /F 4 /P 8 0 R /T (Quantity6_F000000105) 143 0 obj /FT /Btn Download and complete theIncoming Transfer FormOpens pdfto instruct us on how to transfer your account from another firm to your TIAA brokerage account. /F 4 /Ff 0 endstream << /BS 458 0 R
/DA (/F1 8 Tf 0 0 0 rg ) /Type /Annot /BS 326 0 R
/V () /Subtype /Widget /V () Pershing LLC << /Rect [225.51 266.597 296.76 291.495] /P 8 0 R endobj /V () /DA (/ZaDb 8 Tf 0 g) endobj endobj >> /DV () PO Box 382084. /H /N /FT /Tx endobj Investment decisions should be made based on the investor's own objectives and circumstances. 96 0 obj /Ff 0 /Subtype /XML /Subtype /Widget /TrimBox [0 0 612 792] /FT /Tx /Type /Annot /Ff 0 /Type /Annot /DA (/F1 8 Tf 0 0 0 rg ) /AP 311 0 R /DA (/F1 8 Tf 0 0 0 rg ) /Kids [225 0 R 226 0 R] >> /Subtype /Widget endobj endobj /BS 456 0 R endobj /CropBox [0.0 0.0 612.0 792.0] /Rect [524.49 327.092 569.49 353.28] /Subtype /Widget 68 0 obj << /AP 487 0 R /AP 421 0 R For most accounts, you are able to add your bank account to your brokerage accountOpens pdf by logging in at www.tiaa.org. /DA (/F1 8 Tf 0 0 0 rg ) << /Subtype /Widget /DV () /FT /Btn /AP 315 0 R /AP 459 0 R /DA (/F1 8 Tf 0 0 0 rg ) /V () This award is no longer being offered.
Pershing - Global Financial Solutions - BNY Mellon | Pershing 88 0 obj Y(G
HSn0++!Pr%= $r[V+7qqb'VI73SUkKx:_sWUI\Mk9((KjeST5GleZX{0vvX/JjjU /DA (/ZaDb 8 Tf 0 g) /DA (/ZaDb 8 Tf 0 g) /BS 388 0 R /Type /Annot /Type /Annot /T (FUND_ACCOUNT4_F000000105) /T (Step4Div6_F000000105) Copyright 2023 KM Business Information US, Inc. /H /N /T (Step2ClearNo_F000000105) Cetera Financial Group informed financial advisers at two of its three brokerage units last Wednesday that it plans to bring custody of various IRA and savings accounts in-house at its third broker unit, PrimeVest Financial Services Inc. endobj /T (CUSIP_SYMBOL6_F000000105) /V () endobj /Filter /FlateDecode /BS 488 0 R /FT /Btn /BS 414 0 R /V () endobj Via Overnight Mail Client checks via overnight mail should be addressed to: Pershing LLC Attn: 382121 500 Ross Street 154-0455 Pittsburgh, Pennsylvania 15262-0001 Please remember to include the Pershing account number on the face of each check. >> Receiving Firm Information Provide your Pershing account number. (Please call 626-584-6168 to reach us) We appreciate your patience with this temporary change in procedure. endobj 35 0 obj /H /N /Ff 0 For all other questions, please contact your financial advisor. /BS 410 0 R All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. /DA (/F1 8 Tf 0 0 0 rg ) * Checks in the amount of $250,000 or more for transfers or payments will be sent via overnight delivery and a delivery fee of $12 will be charged to the account. /Ff 4 << /BS 386 0 R Y;Su2E K?,&e-DA!a,df8]7L}pC} SNet|2BV{eRwC*%tC@/j>.&#IItWKlg$g.tzYMK#&j:";
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endobj /Subtype /Widget TIAA-CREF managed account services are offered through TIAA-CREF Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC , a registered investment adviser and broker-dealer, and the Private Asset Management offered by TIAA, FSB, a federal savings bank. << endobj endobj /Type /Annot /Rect [42.8949 143.672 87.8949 169.86] /Rect [42.25 204.812 87.25 231.0] 73 0 obj Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. /V () /FT /Sig >> /Kids [278 0 R 280 0 R] /F 4 /F 4 /Ff 0 /P 8 0 R /H /N << /Ff 0 /H /N /Resources 305 0 R endobj >> endobj HlS0sLI{Ui{ZU!!6k$;68]y{z]|`Yr&[5Z
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\U32,@Md.x?e+^>|"m4+;[QvJ&h /Type /Annot /F 4 /Ff 0 /Ff 0 /V () endobj /H /N /Type /Annot You can hold different types of investments within a brokerage account, depending on whether you want toprepare for retirementor invest for another goal. /V () /DA (/F1 8 Tf 0 0 0 rg ) /T (Step4Tfr5_F000000105) /DV () Cetera, with which about 4,800 brokers are affiliated, said it will continue to use its current custodian for the accounts, Pershing LLC, to clear transactions related to the accounts and to serve as PrimeVests tax-reporting agent. No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services, Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable and the information was accurate as of the time it was added to the website or market commentary but we do not warrant or guarantee the timeliness or accuracy of this information. /Rect [42.25 448.727 87.25 475.56] >> /FT /Tx 60 0 obj endobj /T (MATURITY_DATE10_F000000105) /P 8 0 R /F 4
Service and Engagement Team - West Service and Engagement Team Central /V () /Rect [146.01 478.653 221.081 505.485] /F 4 /Rect [146.01 449.372 221.081 475.56] /T (CUSIP_SYMBOL1_F000000105) Regular U.S. Mail - Retirement rollover deposits: Overnight Mail - Retirement rollover deposits. >> << /Subtype /Widget If you have any questions, please contact PAS Customer Service directly at (888) 600-4667 or via email at PASCS@glic.com. /DA (/ZaDb 8 Tf 0 g) /Kids [245 0 R 247 0 R] >> /AP 427 0 R endobj Visit ourTIAA Mobilepage for more details. >> /DV () /AP 371 0 R >> >> /AP 433 0 R /H /N /AP 365 0 R endstream /AP 518 0 R PAGE 1 OF 6 Member FINRA, NYSE, SIPC. /Type /Page endobj 21 0 obj /Subtype /Widget 39 0 obj /Rect [42.25 452.74 492.25 464.74] /H /N /F 4 >> /V () /T (Step4Gain3_F000000105) /AP 423 0 R /DV () /DV () /Type /Page /BS 352 0 R >> endobj /Type /Annot /T (MATURITY_DATE8_F000000105) /H /N
Cognitive Processing (CPT) Therapists in Lansing, MI - Psychology Today /P 8 0 R /Subtype /Widget endobj /DA (/F1 8 Tf 0 0 0 rg ) Rollover and Transfer Lockboxes (Retirement Accounts) << /T (Step4Gain12_F000000105) vu/@VETy;9Hw4@ /F 4 /DA (/F1 8 Tf 0 0 0 rg ) 118 0 obj /V () /AP 465 0 R >> /Ff 0 Ive never had a problem opening accounts with Pershing. /DV () /Kids [262 0 R 264 0 R] /AP 341 0 R 87 0 obj /DA (/ZaDb 8 Tf 0 g) /DV () >> Checks should be sent to: Regular U.S. Mail: /Ff 0 << /Annots [159 0 R 160 0 R 161 0 R 162 0 R 163 0 R 292 0 R 293 0 R 294 0 R 295 0 R] Retirement Account Transfer Deposits: 138 0 obj Please see notification from Pershing below for important changes: Thank you again for your patience and your continued support. >> /AP 325 0 R /Type /Annot /V () /V () /H /N
PDF NON-ACAT IRA TO IRA TRANSFER REQUEST - IRA Club /T (Quantity8_F000000105) /AP 363 0 R endobj endobj /V () /Ff 0 endobj /H /N /Type /Annot >> Regular U.S. Mail - Retirement transfer deposits: Overnight Mail - Retirement transfer deposits: Cash Solutions Account Terms & Conditions, add your bank account to your brokerage account, Brokerage Interest and Cash Sweep Rate Disclosure, Check the background of this firm on FINRAs BrokerCheck, FINRA Manual and other related FINRA information, Do not sell/share my personal information, Confidentiality for victims of domestic violence, TIAA-CREF Individual & Institutional Services, LLC, Statement of Financial Condition, Equity and Transaction Fee ETF trades - $0, EXISTING ISSUES (secondary, already trading), MUNICIPAL BONDS, GOVERNMENT AGENCY BONDS, UNLISTED (OVER-THE-COUNTER, OR OTC) CORPORATE BONDS AND MORTGAGE-BACKED SECURITIES, Purchase minimums of $5,000, no commission (interest rate reflects issuing bank's fee), A collection of investments in a single fund, A savings account that holds a deposit for a set period of time in exchange for a higher interest rate, Different types of investments that are bundled together to, An investment that represents a share of ownership in a company, A loan made by an investor to a borrower, usually in exchange for a fixed interest payment, Over 2,400 No Transaction Fee Mutual Funds. 14 0 obj /Rect [89.76 509.868 140.564 536.7] The revolutionary platform and complete solution for advisors, Traditional, Roth and SIMPLE IRA Custodial Account Agreements, Money Market Mutual Fund & FDIC-Insured Deposits Program Rates & Bank Lists, More than 28,000+ load and no-load mutual funds from over 800+ fund families. >> /DA (/F1 8 Tf 0 0 0 rg ) /Type /Annot /AP 495 0 R endobj endobj /AP 353 0 R << endobj /Subtype /Widget /P 8 0 R 172 0 obj 415.543.8500 /P 8 0 R endobj Learn about feesOpens dialog. /T (ESTIMATED_VALUE1_F000000105) /BS 479 0 R /Ff 0 TIAA provides options to fund your brokerage account, from ETFs to wire transfers. /Ff 0 /Ff 0 20 0 obj /F 4 /V () 124 0 obj /BS 482 0 R /T (Print Alternative Name_F000000105) /Ff 0 endobj /H /N 41 0 obj /V () << >> /Rect [307.13 476.89 532.13 488.89] /H /N /V () << /P 8 0 R >>
Broker Dealer Information | Northwestern Mutual >> << endobj /Subtype /Widget /FT /Tx stream
/Rect [146.655 388.232 218.502 414.42] /T (Step4Tfr11_F000000105) /Rect [42.25 293.943 87.25 322.065] /DV () Checks should be sent to: Client checks via overnight mail should be addressed to: Please remember to include the Pershing account number on the face of each check. /T (Step4Gain7_F000000105) << What kind of investments can I buy or sell? << /Subtype /Widget /Rect [42.25 174.242 87.25 200.43] 146 0 obj /F 4 << /F 4 Schnieders Capital Management, LLC is a Registered Investment Advisor located in Pasadena, California.
/Kids [281 0 R 283 0 R] /V () /AP 455 0 R /Parent 2 0 R /FT /Btn /FT /Tx endobj /P 8 0 R /H /N $35 per trade for customers that receive a financial planning solution from their Wealth Management advisor. >> /BS 380 0 R These fees, which are subject to change, can include such charges as a wire fund fee, inactive fee or interest on hard to borrow . << << 91 0 obj /BS 422 0 R Address Information for Physical Checks . << /Ff 0 /DA (/F1 8 Tf 0 0 0 rg ) /V () /Type /Annot /Subtype /Widget << 90 0 obj endobj Yes, you are able to view account balances, review activities, obtain a quote, place a trade, and more. /F 4 /FT /Btn /Kids [205 0 R 206 0 R] /DV () /Type /Annot << /Type /Annot 164 0 obj /FT /Tx >> endobj /FT /Tx 56 0 obj /F 4 /FT /Tx /Type /Annot Short term redemption fee: $50 minimum for shares held less than six months (waived for shares transferred from another brokerage firm or financial institution). << BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.
Apply for Membership | Michigan Food Processors Association /DV () Contact your financial organization for a prospectus. /DA (/F1 8 Tf 0 0 0 rg ) /FT /Btn 115 0 obj HtSn0)K2%.
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Funding Your Brokerage Account | TIAA / Pershing LLC Wire Transfer /Rect [146.01 265.952 221.726 292.14] >> /F 4 /Annots [18 0 R 32 0 R 46 0 R 60 0 R 74 0 R 88 0 R 19 0 R 33 0 R 47 0 R 61 0 R /P 8 0 R /BS 316 0 R For Office Use Only: All transfers must be added to Pershing's transfer system. /Metadata 4 0 R 16 0 obj /H /N 99 0 obj /AP 337 0 R You may want to consider depositing the certificate(s) directly with the Transfer Agent and then transfer into your account at TIAA. /Ff 0 /H /N /V () /DA (/F1 8 Tf 0 0 0 rg ) /T (MATURITY_DATE11_F000000105) Attn: 382121. /DA (/F1 8 Tf 0 0 0 rg ) /Type /Annot /FT /Tx /Rect [225.51 204.812 296.76 231.0] /T (Quantity7_F000000105) << /AP 329 0 R /Ff 0 /FT /Tx /DV () /DA (/F1 8 Tf 0 0 0 rg ) /Ff 0 /Ff 0 /Subtype /Widget automatically this yearand prior years, Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, New York, NY 10017. /FT /Btn Consumer and commercial deposit and lending products and services are provided by TIAA Bank, a division of TIAA, FSB. /BS 340 0 R Grist. /P 8 0 R Cetera, with which about 4,800 brokers are affiliated, said it will continue to use its current custodian for the accounts, Pershing LLC, to clear transactions related to the accounts and to serve . /Ff 0 >> /Rect [42.25 197.37 286 209.37] << This site provides information for investment professionals. 163 0 obj << 168 0 obj /F 4 PO BOX 1280 /T (CUSIP_SYMBOL3_F000000105) /DV () /AP 417 0 R /MediaBox [0.0 0.0 612.0 792.0] /DA (/F1 8 Tf 0 0 0 rg ) >> 84 0 obj SIPC only protects customers' securities and . Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of /BS 444 0 R /DA (/F1 8 Tf 0 0 0 rg ) /T (Asset_Description8_F000000105) /DA (/F1 8 Tf 0 0 0 rg ) /FT /Btn The account owner may establish a pre-set payment plan based on his or her needs. >> << 80 0 obj /Kids [241 0 R 243 0 R] /V () << /FT /Tx endobj >> /Subtype /Widget 75 0 R 89 0 R 20 0 R 34 0 R 48 0 R 62 0 R 76 0 R 90 0 R 21 0 R 35 0 R endobj endobj /H /N 42 0 obj /V () 162 0 obj /Ff 0 /FT /Tx 54 0 obj /H /I << >> /H /N >> /V () /BS 474 0 R /T (Asset_Description14_F000000105) /Subtype /Widget /H /N /H /N endobj /DV () /DR 12 0 R >> /BS 462 0 R /Rect [225.51 234.737 296.76 260.925] Attn: 382091 160 0 obj /F 4 /P 8 0 R /Ff 0 << /H /N /DV () /Annots [165 0 R 166 0 R 164 0 R 167 0 R 168 0 R 169 0 R 170 0 R 171 0 R 298 0 R 299 0 R] /Fields [13 0 R 14 0 R 15 0 R 16 0 R 17 0 R 18 0 R 19 0 R 20 0 R 21 0 R 22 0 R /F 4 /H /N /BS 322 0 R /Contents [173 0 R 174 0 R 175 0 R 176 0 R 177 0 R 178 0 R 179 0 R 180 0 R] << These funds offer competitive returns while promoting economic development, a healthier environment and a positive impact in society. >> /Kids [286 0 R 288 0 R] >>
Individual Retirement Accounts (IRAs) - Pershing - BNY Mellon /Ff 0 /Ff 0 Use of editorial content without permission is strictly prohibited|All rights reserved. /Filter /FlateDecode Your destination to find commentary and actionable insights that can help you manage your business more efficiently and serve your clients more effectively. /Kids [217 0 R 218 0 R] /P 7 0 R /DA (/F1 8 Tf 0 0 0 rg ) Visit the redesigned Investment Finder to browse pre-defined categories and compare with advanced filtering. /FT /Btn /T (ESTIMATED_VALUE2_F000000105) /AcroForm 3 0 R 113 0 obj /DA (/ZaDb 8 Tf 0 g) /Type /Annot /T (Asset_Description13_F000000105) /H /N /BS 378 0 R /DA (/F1 8 Tf 0 0 0 rg ) /MediaBox [0.0 0.0 612.0 792.0]
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