This document provides account information including tax lot default disposition methods, bond amortization elections, and electronic delivery preferences. It also outlines the role of Pershing as a clearing broker and provides important disclosures related to account management and protection.
doj/DataSet10/EFTA01383313.pdf
{"document_type":"financial","document_subtype":"account information","key_organizations":["Pershing LLC","The Bank of New York Mellon Corporation","Securities Investor Protection Corporation (SIPC)"],"reference_numbers":["AD1008CSF30020"]}