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 regarding account management and protection.
doj/DataSet10/EFTA01371985.pdf
{"document_type":"financial","document_subtype":"account information","key_organizations":["Pershing LLC","The Bank of New York Mellon Corporation","Securities Investor Protection Corporation (SIPC)","FINRA","NYSE"],"reference_numbers":["DB-SDNY-0065582","SDNY_GM_00211766","EFTA01371985"]}