Including Advisory Firm Master Account, Advisor’s Choice, Advisor’s Advantage
User ID Request Form
To add a new user under your advisory firm, please [...]
SSG Reference Guide
Procedures and guidelines for use of services through SSG.
SSG Pershing BNY at a Glance
Asset Protection Information through SSG, Pershing, and The Bank of [...]
Management/Advisory Fee Template Sample
Use this template for submitting client fee invoices to SSG.
Insurance Products Access Agreement
Prior to changing the agent of record on a client's [...]
Fee Choice Facts & Advisory Firm Access Agreement
For FEE CHOICE, our fee-based brokerage service, advisors must complete [...]