Stonebridge Capital Advisors

Pershing 2024 eDelivery Update

Pershing 2024 eDelivery Update

While 2023 may be winding down, communications regarding various updates to platforms, requirements, and deadlines tend to happen around this time. To best serve you, Stonebridge wishes to communicate these changes.

Below you will find our Stonebridge letter addressing the BNY Mellon | Pershing recent custodial updates to its Pending Enrollment process and new fee changes, effective in January 2024. For any of our clients with assets custodied at Pershing, you will receive emails throughout December informing you of these recent custodial changes.

Read Letter Here

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