F.A.Q.

  1. How do I access my account?
  2. I want to deposit money into my brokerage account. Where do I mail it?
  3. What are the wiring instructions for deposit into my brokerage account?
  4. How do I change my address, phone number, or email address on file?
  5. How do I withdraw money from my brokerage account?
  6. How do I change/update beneficiaries on my account?
  7. What is the process to transfer my account to another financial institution?
  8. How do I obtain a copy of your privacy policy and disclosure?
  9. What are your fees?
  10. My question is not here. How do I contact you?
  1. How do I access my account?
    Submit this form to us. After we send you an e-mail setting you up, proceed to the next step.
    Click here to access NetXInvestor.
    Click here for instructions how to set up your account.
  2. I want to deposit money into my brokerage account. Where do I mail it?
    Please mail your checks to Pershing LLC. Make sure to put your account number in the memo or it will be returned.
    If you are making an IRA contribution, please attach this form to your check.

    West Coast Pershing LLC
    400 S. Hope St., Suite 500
    Los Angeles, CA 90017
    East Coast Pershing LLC
    One Pershing Plaza
    Jersey City, NJ 07399

  3. What are the wiring instructions for deposit into my brokerage account?

    Bank Bank of NY
    ABA 021000018
    Beneficiary Pershing LLC
    Beneficiary A/C 890-051238-5
    Address One Wall Street, NY, New York 10005
    Ultimate Beneficiary Brokerage A/C Title
    Ultimate Beneficiary A/C 7AZ XXXXXX

  4. How do I withdraw money from my brokerage account?
    If you want to withdraw a check from a retail account, please send us signed a letter of authorization.
    If you want to withdraw a wire from a retail account, please send us this form – Domestic or International.
    If you want to withdraw from a retirement account, please send us this form.
  5. How do I change my address, phone number, or email address on file?
    Submit this form to us.
  6. How do I change/update beneficiaries on my account?
    Submit this form to us.
  7. What is the process to transfer my account to another financial institution?
    Please email completed paperwork to service team (serviceteam[at]syndicatedcapital.com) and mail original paperwork to the following:
    Pershing LLC
    One Pershing Plaza
    Jersey City, NJ 07399
    Attn: Outgoing Transfer
  8. How do I obtain a copy of your privacy policy and disclosure?
    Please click here to download our privacy disclosures.
  9. What are your fees?
    Please click here for a list of fees.
  10. My question is not here. How do I contact you?
    Syndicated Capital Inc.
    1299 Ocean Avenue
    Suite 210
    Santa Monica, CA 90401
    General: 310) 255.4490
    Fax: 310) 507.7875
    Email: ServiceTeam[at]SyndicatedCapital[dot]com