Including Advisory Firm Master Account, Advisor’s Choice, Advisor’s Advantage
Information about account insurance provided through the SIPC and the additional insurance covering client accounts.
To add a new user under your advisory firm, please use this request form.
Procedures and guidelines for use of services through SSG.
Asset Protection Information through SSG, Pershing, and The Bank of New York Mellon with SIPC information.
Use this template for submitting client fee invoices to SSG.
Prior to changing the agent of record on a client's insurance product, the Advisor must complete this access agreement.
To set up a user id and access to download client data files.
