This document provides account information related to tax lot default disposition methods, bond amortization elections, and electronic delivery preferences. It also includes important information and disclosures about the role of Pershing as a clearing broker, its responsibilities, and the protections offered by SIPC and additional coverage. The document advises on reporting inaccuracies and provides contact information for inquiries.
doj/DataSet10/EFTA01384233.pdf
{"document_type":"financial","document_subtype":"account information","key_organizations":["Pershing","The Bank of New York Mellon Corporation","SIPC","FINRA","NYSE"],"reference_numbers":["AD100BECSF30020"]}