This document provides account information and important disclosures related to a financial account managed by Pershing LLC. It includes details on tax lot default disposition methods, bond amortization elections, electronic delivery options, and the role of Pershing as a clearing broker. The document also outlines arbitration disclosures and provides contact information for Pershing and the financial institution managing the account.
doj/DataSet10/EFTA01372061.pdf
{"document_type":"financial","key_locations":["Jersey City, New Jersey"],"document_subtype":"account information","key_organizations":["Pershing LLC","The Bank of New York Mellon Corporation","Securities Investor Protection Corporation (SIPC)"],"reference_numbers":["Account Number: N4G-023804","80101236CF30028"]}