Frequently Asked Questions

 

Frequently Asked Questions

Click here to read our full Privacy Pledge

  1. Access NetExchange Client Pershing Login
  2. Enter 59Q in the Financial Organization Number field (This corresponds to the first three digits of your Glen Eagle Advisors account number).
  3. Enter your ID and Password.
  4. Click Login

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means to you: When you open an account we will ask your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

Glen Eagle Advisors, LLC in partnership with Pershing, LLC offers you the ability to access your Brokerage Accounts Online and obtain electronic document delivery via NetExchange Client©. All you need is a computer and an internet connection to access your account information and obtain market quotes.With a single user ID, NetExchange Client© allows you to easily view all of your accounts and provides you with your account balances, portfolio holdings, account history, projected cash amounts as well as your account profile. Your financial advisor can help you get signed up for online account access. There is currently no charge for online account access.


To make a deposit into your Pershing Brokerage account please make all deposits payable to Pershing, LLC and include your account number on the check.

Mail all deposits to:
Pershing, LLC Attn: DBS One Pershing Plaza, 5th Floor Jersey City, NJ 07399

Glen Eagle Advisors, LLC is a member of the Securities Investor Protection Corporation (SIPC). The SIPC protects each customer up to $500,000, including up to $250,000 in cash balances. A SIPC brochure is available upon request and can also be obtained by visiting their web site at www.SIPC.org. Customers may also contact SIPC directly by calling them at (202) 371-8300.Additionally, for execution and clearing services, Glen Eagle is partnered with Pershing, LLC, one of the largest and most respected securities clearing firms in the industry. In addition to SIPC protection, Pershing provides coverage in excess of SIPC limits. Details regarding this coverage can be found on Pershing’s website. These protections do not protect against loss due to market fluctuation.

  1. Access the Fidelity website at www.fidelity.com
  2. Enter personal username and password

 

  1. Access the Fidelity website at www.fidelity.com
  2. Click "Need Help" above log in info
  3. Click "Register now"
  4. Create new log in profile

Glen Eagle Wealth, LLC is a member of MSRB, FINRA, and SIPC

Glen Eagle Advisors, LLC is a SEC Registered Investment Advisor 

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