To assist you as a Representatives of WIS, in keeping your focus where it belongs, on your business, below is a list of Pershing’s most commonly used account types as well as a link to the required forms for each of these account types.
For accounts that are not listed, please verify with our Operations department to determine which forms are required. Additional documents may be necessary if an account requires Margin, Option, Check-writing or Debit Cards.
We do our best to ensure that the documents found in this section are the most current. Should you decide to keep any of these documents on your desktop, we recommend you review the forms on a consistent basis to confirm those you have are the most recent.