Provides instant online access to all of your Pershing investment account information to include a comprehensive summary of accounts, balances, holdings, activity, projected cash flow, asset allocation, order status, BillSuite, market data, and more. Paperless options for your investment accounts providing convenience, increased security, and centralized record keeping.
Our customized information portal, myHarbor, is a tool that provides our clients with a comprehensive view of all of their investment information. myHarbor also serves as an online portal for receiving any monthly or quarterly reports and is mobile and user friendly. Available information includes account summary, detailed asset allocation, target versus actual asset allocation, account activity, realized gains and losses, performance, projected income, all at the account and consolidated portfolio levels. myHarbor allows clients the flexibility to view their information in a variety of ways depending on client preference.