OFX FI details for Pershing IMS

Update:  This entry is for 2006 data.  Please view the updated 2008 entry as well.
The OFX financial institution information for Pershing IMS is as follows.
FI Id: 015
FI Org: Pershing IMS
FI Url: https://ofx.netxclient.com/cgi/OFXNetx
FI Broker Id: portfoliopoint.com
OFX Version: 102

Pershing IMS has the following capabilities:

  • Account Discovery: yes
  • Banking Services: no
  • Credit Card Services: no
  • Bill-Pay Services: no
  • Investment Brokerage Services: yes
    mail for investment services: no
    investment transaction downloads: yes
    position downloads: yes
    open orders downloads: no
    investment balance downloads: yes

Pershing IMS service signup is through the web, visit http://www.portfoliopoint.com/ims2/OFXregister.htm in order to sign up. The cost per month for online services is 0.0000.

Enrollment for web services automatically enrolls you for OFX services. The same password is used to access OFX services as is used to access services via their their website.
This institution allows users to change their PIN/password through OFX services. The password must be between 6 and 12 characters, and may contain alpha numeric space and special characters.

One Pershing Plaza Jersey City NJ 07399
Pershing IMS


One Response to OFX FI details for Pershing IMS

  1. Thadrr says:

    thank you, dude

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