Valerie W Omj

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Verified Reviewer

Escheated Assets

Updated by user Oct 30, 2023

I've heard nothing from Pershing. I'm guessing my next step is certified letter and Lawyer.

Original review Oct 24, 2023
Dear Legal Department, I have spent too many hours trying to get a statement of my account. My last call was to Pershing Clearing Co-Orphaned Accounts. I was told my account can be seen in your system, however, it can not be accessed. My next question, what can I do? Person on the other end told me I don't know. This is ridiculous for such a large company to treat a person like this. I would greatly appreciate a response in a timely manner. Account# 5ML-014724 in the name of Valerie Colehouse. 1207 Sunrise Beach Rd. Crownsville, Md 21032 Sincerely, Valerie Wieland
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Preferred solution: Full refund

Anonymous
map-marker Tampa, Florida

Need 1099IR from 2022

My CPA requires the 2022 ****IR in order to complete my taxes I go through Ken Coulthard I believe its a 1099 IR my investment account number is 6QB248927 my email is Mark vosberg@***.com my phone number is 615-944-**** I need my 1099 ASAP otherwise it will be in default your immediate attention is required please contact me
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Benjamin A Dqo

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Verified Buyer
|

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Verified Reviewer
| map-marker San Diego, California

Pissed off

Pershing - Pissed off
Pershing - Pissed off - Image 2
For the better part of two months, I have requested my account be closed and transferred over to John Hancock IRA to IRA transfer Never once did anyone state that the balance was going to be hit with a state tax for closing the account or transferring that *** *** If I had known or been aware of that fee, I wouldve left the phones with your company and throwing the street in a high risk account for six months, and then turn around with a compounding interest and then left.
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Loss:
$135
Pros:
  • Aaron brinks
Cons:
  • Shady business tactics and lack of transparency period

Preferred solution: Full refund

User's recommendation: Future recommendations for all customers and consumers and businesses, business associates record your conversations from the day one this company obviously has hidden fees.

Notthisperson

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Verified Reviewer
| map-marker Carrollton, Texas

Someone else's name is on my account

How did somebody's name get on my account I don't know no Abdul or whatever a foreign name and y'all didn't see that and y'all didn't see that register
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Anonymous
map-marker New Orleans, Louisiana

To warn investors

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I have an account with Empower and Pershing is their clearing house. I have called Pershing a few times and they show poor knowledge of their web site
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User's recommendation: Stay away

Haydn G Utu

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Verified Reviewer
| map-marker Aiken, South Carolina

Want to sell some stocks

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I cannot find a person/computer/talking head to explain to me How I can sell MY stock and have the check delivered and/or monies resulting shipped to my bank account.
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Pros:
  • Keeping my stock relevant
Cons:
  • Hard to talk to a human for question answering

Preferred solution: Let the company propose a solution

Ron R Shy
map-marker Spokane, Washington

Need to talk to someone!

I need to talk to someone in regards to my account with you! I need to talk to someone in regards to my account!
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Anonymous
map-marker Flemington, New Jersey

Unreasonably high closing fees

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I had to pay more money than I could ever get in tax benefits for an IRA in closing fees. I would have been better off never investing any of it and putting it in a savings account. Do the smart thing and go to vanguard or other low fee investment platform. They are also difficult to get a hold of requiring you to go to a specific advisor you can only get the contact number from by calling the main number waiting on hold for an hour
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User's recommendation: Don't.

Anonymous
map-marker Granbury, Texas

Funds transfer

Noble Gold has been trying to get my funds transferred to them since February, 2022. No one is helping at Pershing. I've sent in paperwork to the Contra team and getting no where. Its my money. I want it transferred. Noble Gold keeps running into a WALL. I'm very disgusted and don't know what to do. Your company is not doing anything to take care of this.
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Robeau B

Disgusting customer service

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Somehow I have an account with them, through a financial advisor who has been very unsatisfactory. Pershing now refuses to give me any information on my account, just referring back to that unsatisfactory advisor. Bottom line - they will hold your money, but not give you any service whatsoever.
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Loss:
$150
Cons:
  • No service whatsoever you hold and they just refer you elsewhere

Preferred solution: Price reduction

User's recommendation: Stay away.

Anonymous
map-marker Davenport, Florida

Missing tax forms

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Been trying to contact Pershing for a week. Tax forms were suppose to be available a week ago. Still nothing. Getting frustrated with them. I have called 5 times and hung up after a hour each time after being on hold with no response. I wish I knew how to report them to the IRS for violation of providing information.
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Kelly S Mzu

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Verified Reviewer
| map-marker Idaho Falls, Idaho

Customer rating

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I have tried to set up an account for almost one month. I called almost daily, and spoke to people from several departments including sales, technology, management, etc.

Although I uploaded all the info they required, using their software, they kept telling me I had done things incorrectly (this was after I called them and waited on hold for about 40 min, several times).

Finally out of frustration I mailed (usps) their Authorization Agreement so that they received everything in the same file and today (three weeks later) my application was returned to me via usps. No one bothered to call or text meno reaching out to a perspective customer.

Im not sure what Pershing promotes as their business model, but if opening an account is this difficult, I cant imagine what service after the sale would look like.

Seriously, run away from this company.

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Preferred solution: Let the company propose a solution

User's recommendation: Run away—find a company with better products and service.

Sharon M Aym

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Verified Reviewer
| map-marker Wadsworth, Ohio

Dissatisfied

I have been calling for almost 3 weeks now (called 6 times &;;;; left msgs) w/no call back. I left all info needed as directed. I'm unable to call during work. After work Pershing is closed & also on weekends. I was told that there would be someone calling me to get the cancellation of my father's account done/give me instruction on what I need to fill out. A woman called me on my lunch & I thought it was done but I received another phone call saying I would have to do it over bc the woman told me wrong! So why didn't someone who knew what they were doing call me? I'm frustrated & tired of not getting anywhere w/Pershing.
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Preferred solution: To get my fathers account cancelled

David H Jph

Accountability

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Have been trying to sell sierra income fir 3 years..pershing can't or won't provide a "medallion" they say iis needed.most recently on 6/25 received my request said they were unable to provide it by 6/29 sell date...switched brokers..called finra...sent letters ..nothing but nothing works..they r thieves....
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Loss:
$15
Pros:
  • Good at lying deceit fraud
Cons:
  • No contact yet
  • Investments never made money
  • Poor service

Preferred solution: Deliver product or service ordered

User's recommendation: STAY AWAY FROM THEM! CROOKS!

Anonymous
map-marker Bloomer, Wisconsin

One 1 Pershing Plz, Jersey City, NJ 07399 (2**) **3-2000 People also ask Where can I contact Pershing for customer service? Where is Pershing LLC in Jersey City NJ? How can I check the balance of my P

one 1 Pershing Plz, Jersey City, NJ 07399 (201) 413-**** People also ask Where can I contact Pershing for customer service? Where is Pershing LLC in Jersey City NJ? How can I check the balance of my Pershing account? What does Pershing mean as a clearing firm? Feedback Contact Pershing
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Richard B Mnz

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Verified Reviewer
| map-marker San Jose, California

IRS ISSUE

My wife and I just received a notice from the IRS for a distribution of funds for year 2019 for her. Please note that we never had an account with your company Richard L. Brazee Nance I. Brazee 1540 Broadway St #14 Raynham, MA 02767
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1 comment
Feliberto Fce

Not response after pemant

About

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Summary

Pershing is a company that helps financial services firms and advisors to improve their business. Pershing provides a wide range of operational, technology, investment, trading, and practice management solutions. The company offers broker-dealer solutions, RIA solutions (operational support, trading services, flexible technology, investment solutions, practice management, and service excellence), and prime brokerage solutions. Pershing is considered to be the industry's largest provider of clearing services. The company is omitted to providing high quality services at competitive prices. Be sure, innovative strategic solutions provided by Pershing will meet the most important needs of your company.

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Pershing is ranked 660 out of 3889 in Financial Services category

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