This document provides account information and disclosures related to a financial account managed by Pershing LLC. It includes details on tax lot default disposition methods, bond amortization elections, and electronic delivery preferences. The document outlines the role of Pershing as a clearing broker and provides important arbitration disclosures. It also mentions the contact information for Pershing and the financial institution managing the account.
doj/DataSet10/EFTA01384288.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":["8010136CSF30028"]}