Get Pershing Advisor Solutions Ach Authorization Agreement 2015-2026

The Pershing Advisor Solutions ACH Authorization Agreement enables users to efficiently set up electronic transfers between their brokerage accounts and financial institutions. This guide provides clear, step-by-step instructions to help users complete the form online with confidence.

Follow the steps to successfully complete the ACH Authorization Agreement.

1. Press the ‘Get Form’ button to access the ACH Authorization Agreement form and open it for editing.
2. Fill in the account information section by entering your account number and account title accurately.
3. Choose the type of request you want to make, indicating whether it's standing instructions, periodic contributions/distributions, or both. Proceed as applicable.
4. If you selected periodic contributions or distributions, specify the dollar amount, start date, and frequency for the transactions. Choose how often you want the transfers to occur, such as weekly or monthly.
5. For retirement accounts, complete the retirement contribution type section by selecting the appropriate option that applies to your situation.
6. In the bank and other financial institution ACH information section, provide the bank/financial institution name, ABA number, account number, city, state, and select the account type. Ensure to attach a voided check if required.
7. Sign and date the document. Ensure all registered owners on your brokerage and bank accounts sign the form, confirming their authorization.

Begin completing the Pershing Advisor Solutions ACH Authorization Agreement online today to streamline your electronic fund transfers.