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 the responsibilities of the financial institution managing the account.
doj/DataSet10/EFTA01371977.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":["Account Number: N4G-024943"]}