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.
We have also listed various miscellaneous forms for your convenience, but for those not listed, please search Wedbush by clicking on the following link: https://insight.wedbush.com. Once you sign in, follow the path: Click Extranet on the left tool bar > Information Technology > Correspondent Services > Forms > Then select your forms.
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.