Unlimited Account Protection

A Pershing investment account automatically receives account protection for the net equity of the securities positions and cash in the account. Of the total net equity, the Securities Investor Protection Corporation (SIPC) provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment (SIPC protection).

Working on behalf of Delta Equity, Pershing, LLC. provides the additional protection (Excess SIPC) on terms similar to SIPC for account net equity in excess of $500,000 through a commercial insurer.

Account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments. (Please visit www.sipc.org for more information about the protection provided by SIPC.)

• SIPC Brochure
• BNY Mellon Section
• Pershing Section

CONTACT US

If you have any questions, please e-mail us.

Main Phone
(978) 779-5361

Toll Free Phone
(800) 649-3883