BEFORE LOGGING ON TO PERSHING, LLC’S WEBSITE TO VIEW YOUR ACCOUNT(S) PLEASE READ THE FOLLOWING CAREFULLY
- Your on-line account information is being provided to you by Pershing LLC via their “Net Exchange Client” website which is a wholly separate company and website from W.P. Stewart.
- The first time that you access Pershing LLC’s “Net Exchange Client” website you will need to complete an on-line account opening form which you may obtain by contacting your W.P. Stewart representative or by contacting your Associate Portfolio Manager, Tel: 888-695-4092). Once your paperwork has been approved, we will assign to you a userid and password to access the site.
- W.P. Stewart has agreed with Pershing LLC to liaise with our clients regarding inquiries about Pershing LLC’s “Net Exchange Client” website.
- If you should have any questions or problems on the Pershing LLC “Net Exchange Client” website, please contact either your W.P. Stewart representative or your Associate Portfolio Manager, Tel: 888-695-4092).
- Security prices and account values are generally updated at 11:00AM each trading day to reflect the prior day’s closing prices. Unfortunately, we cannot guarantee the accuracy or timeliness of these prices but will - to the best of our ability - note on this page if the daily price updates will be delayed beyond 11:00AM for the prior day’s closing levels.
- **As part of our continuing efforts to provide our clients with the most robust and user-friendly systems possible, we are in the process of developing a new performance analytics application which we expect to be available within the next few months. In the interim, please feel free to contact your W.P. Stewart representative or your Associate Portfolio Manager (Tel: 888-695-4092) for any performance data or other information relating to your portfolio.
Please click this link for access to Pershing LLC’s “Net Exchange Client” website for clients to view their portfolios online