All account data, tax documents, and monthly statements from Pershing are available within your Plenty dashboard.

You may still access your account at Pershing if you’d like: the account does not provide the ability to deposit or withdraw, but it does provide a view of all securities held. If you’d like your account login details, you can contact us at members@withplenty.com and we’ll email you login instructions.

If you have any further questions about this, please reach out to us at members@withplenty.com.