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
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 [...]
Data Download Set-up and Agreement
To set up a user id and access to download [...]
Cost Basis & Performance Reports Services
Includes Subscription Order Form and samples of cost basis section [...]