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Royal Alliance - Wealthbrook

Pershing provides clearing services for Royal Alliance, and we have established a clearing arrangement with NFS to allow for greater flexibility. Pershing’s communications and data-processing system accommodates high order volume. It also delivers information customized to individual customer’s needs. Since 1939, Pershing has been providing comprehensive brokerage executive, clearance, data processing, and financial products and services to broker-dealers worldwide.


ProCash Plus™ is a comprehensive, asset management account that combines all brokerage, checking, cash equivalent investments, and MasterCard® debit card activity into one cohesive package and consolidates the assets and transactions on a monthly brokerage statement. ProCash Plus is available in silver, gold or platinum packages, each offering many valuable account features, including a rewards program and online bill payment and presentment.


Help unleash the potential of your brokerage accounts by establishing margin privileges. You can leverage investment assets to obtain a competitive line of credit. Resource Checking: Help access the assets in your brokerage accounts, including cash and cash equivalent accounts with this free checking service.


Grow more assets for yourself by utilizing the value of dividend reinvestment. Dividends and capital gains from equities and closed-end funds are automatically reinvested to purchase additional whole and fractional shares of the same security.


Easy and convenient, Pershing Investment Research Online offers a variety of services, reports and analytical tools. Performance Measurement: Portfolio Evaluation Service offers tax-lot accounting and performance measurement.


The consolidated Pershing Select® statement – a concise synopsis of their investments. You can also choose flexible statement mailing alternatives through SelectLink®, including combined household statements.


To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.