This document provides account information related to tax lot default disposition methods, bond amortization elections, and electronic delivery preferences. It also includes important disclosures about the role of Pershing as a clearing broker and custodian, and provides contact information for inquiries.
doj/DataSet10/EFTA01383304.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":["AD1024C9F300"]}