What's New on PortfolioPoint?
PortfolioPoint has been upgraded. Pershing Investment Manager Services has launched this new site so we may provide our users with a more user-friendly system to view your account information.
PortfolioPoint now includes:
(1)
E-Document Suite:
Offers you ability to review account statements, trade confirmations, and tax statements.
(2)
Projected Cash Flow:
View anticipated dividend and interest income for an account.
(3) Enhanced viewing of
account balances.
(4) Enhanced viewing of linked accounts and accounts that are being actively viewed.
