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Update by user Mar 28

They finally woke up when I retained an Attorney!

Update by user Mar 28

Finally, today Wed March 27th 2019, after playing around with $90,000 of my money since Thanksgiving, they sent a check to Nationwide to put the funds in my 457(b) there. It took my retaining an Attorney to achieve this,...

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2 comments
Filipe
#1685963

Hello Frances Maria I just read your post. My husband is having the same issues with this company.

Will you please contact me, as we would like further information related to the attorney you hired,etc. We have been dealing with this company since, 2/2019.

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Resolved Most Helpful
Review
#1478498 Review #1478498 is a subjective opinion of poster.
Service
Pershing Customer Care
Cons
  • Stupidity
Reason of review
Poor customer service
Preferred solution
Full refund

Pershing review in Palm Harbor, Florida: Does not have your best interest in mind

Had this IRA for 13 years. When I set it up, I chose the conservative path because I was 52 at the time. Over the 13 years, Pershing made over 300 transactions with my account. I was getting confirmation notices of these every week. I just closed out the account, and was charged $100.00. I figured out how much I deposited into this account over the thirteen years, and I would have been better off putting the money in a shoe box!
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Review
#1649247 Review #1649247 is a subjective opinion of poster.
Reason of review
Bad quality

Pershing review in Port Monmouth, New Jersey: WOW - I AM IN SHOCK

I have never in all my years of doing estate work run into such a horrendous company. We are now missing $95,*** from the account which they are "trying" to find. I am very worried there is theft within the company. DO NOT USE THIS COMPANY.
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Review
#1621740 Review #1621740 is a subjective opinion of poster.
Reason of review
Missing funds
Loss
$96000
Preferred solution
MISSING FUNDS RETURNED!

Pershing review in San Diego, California: Poor Customer Service

1.0
Details
You get the run around when you try to get basic information after they have your account
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Review
#1581421 Review #1581421 is a subjective opinion of poster.
Service
Pershing Customer Care
Reason of review
Poor customer service

Pershing review in Austin, Texas: Past history

Unable to find a place on web site to ask about stock I had bought through them in 2017-2018. They do not reply to email, phone number is worthless. So glad I do not due business with them any more but I do need help as I had received a letter about a law suit that involved my stock that I still have. If any one can help me find a link to ask questions and get help let me know. My email is carolgeorge42@yahoo.com THanks
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Review
#1562399 Review #1562399 is a subjective opinion of poster.
Reason of review
need purchase date of stock and price I paid
Loss
$100000
Preferred solution
Let the company propose a solution

Pershing review: Need brokerage statement urgently

Rolled over in December 2018 from Transamerica but can’t get any information
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Review
#1525893 Review #1525893 is a subjective opinion of poster.

Pershing review: Direct Deposit

I have a direct deposit from Pershing monthly direct depost put into my account each month ...my question is why is it not deposited on the 8th of each month that is the day it is to be deposited--It's always deposited the following day---and I now starting this month (April) I am having taxes taken out and you have yet the deposit my money into my account
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Review
#1511248 Review #1511248 is a subjective opinion of poster.

Pershing review in Waco, Texas: Have not recieved my March distribution

Cant reach my broker. My $700 is due on the 1st . i need it.
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Review
#1485604 Review #1485604 is a subjective opinion of poster.

Pershing review: Have not received IRA 1099 for 2018

Tax information is necessary on a timely basis and is protected by the Security Exchange Act.
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Review
#1479742 Review #1479742 is a subjective opinion of poster.
I didn’t receive my Tax information for 2018
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1 comment
Kathy D
#1650720

I have not received the 1099 form for my IRA for the year 2018 and today's date is 2/25/2019. Isn't this is violation of the Security Exchange Act?

My financial advisor informed me many of their clients have called to complain they have not yet received their 1099 forms for 2018.

Where do I report this shortcoming? There are no viable phone numbers to contact this business so I resorted to writing a couple of e-mails and a complaint form online.

Review
#1478006 Review #1478006 is a subjective opinion of poster.
Product
Pershing Account

Contact Pershing Customer Service

Website:
Mailing Address:
One Pershing Plaza
Jersey City, New Jersey 07399
United States
Phone:
(800) 445-4467
All Pershing Contacts

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Pershing review in Oakbrook, Kentucky: Tech support

Account is locked out of netx360
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Review
#1472943 Review #1472943 is a subjective opinion of poster.