BNY Mellon | Pershing is the “custodian” of your investments with Plenty.

A custodian is a financial institution responsible for holding the assets in your account in accordance with all applicable securities laws and regulations. They provide the infrastructure needed to safely and securely store your investments.

You'll hear directly from Pershing from time to time - they will directly provide you with key documents like monthly statements and account updates. You can also always access these documents directly in your Plenty dashboard.

If you'd like to learn more about Pershing, we've written a blog post here.