About the Pershing Trading Platform

Login Now
If you have a NetExchange Account Login Now (Users with ID and Password only. This will bring you to NetExchange Client. From here, click on the "Login" button which is located in the top right in the grey menu bar. From there, fill out the form. The financial institution number is "6BB".)

How to Trade Online
Trading Online with Investors Capital requires a Pershing Account

Open Pershing Account PDF
Application for a opening a Pershing Account

Adobe Acrobat Reader is required to view PDF files.

After you have printed and filled out the PDF forms Sign the Applications and forward them to:
Investors Capital
230 Broadway
Lynnfield, MA 01940

Enclose a check made payable to PERSHING.
A minimum of $2000.00 is required to fund a Trading Account.

Once the application is received we will assign an account number, I.D. and password along with instrucitons for activating your Trading Account.

FED Fund Wires

After you have set up an Online Trading Account Fed Fund wires are accepted and can be sent to:
The Bank of New York
New York, NY
ABA# 021000018
Pershing LLC
Account Number: 890-051238-5

For Benefit of (FBO): Client Name
FBO Account Number: Client Account Number (i.e. 6BB123456)

FED Fund wires require a Customer Account Number which is assigned when you open an Account.

Browser Requirements to Trade Online
NetExchange Client has implemented 128-bit encryption to provide an even higher level of security. Your confidential account information and transactions are secured (encrypted) with the latest Netscape Enterprise Server technology. In order to access your account, you must use one of the latest secure browsers such as Netscape Navigator (version 4.06 or higher) or Microsoft's Internet Explorer (version 4.0 or higher). If you do not currently use a browser with 128 bit encryption, please click on one of the links noted above to download a browser.

If you have any questions regarding opening a Trading Account please call: 800-949-1422