|FI Org:||Pershing IMS|
|FI Broker Id:||portfoliopoint.com|
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