Your financial institution will need the following
information to wire funds to your investment account
with us. The first five lines are always the same.
SWIFT/BIC is required to wire funds from outside the
United States. The number and name of your account with us go in the
blanks under "For Further Credit To:"
| Bank Name: |
The Bank of New York |
| ABA Number: |
021000018 |
| SWIFT/BIC |
IRVTUS3N |
| Bank Account Name:
|
Pershing LLC |
| Bank Account #: |
890-051238-5 |
| For
Further Credit To: |
Your 9-digit account
number with us:
(Example: "A3B-123456") |
Your account name with
us:
(Example: "John Doe IRA") |
Bank Contact Information
The Bank of New
York
1 Wall Street
New York, NY 10286
Telephone: 212-495-1784
|
|
Effective June 29, 2005
Updated 2008 |
Or if you prefer to send a check ...
The
above instructions apply to funds transfers. If instead
you wish to send us funds via check, please make the check out to "Pershing LLC", put your
9-digit investment account number in the
memo field, and send it to:
Operations Officer
P.R. Herzig & Co., Inc.
One Expressway Plaza
Suite 200
Roslyn Heights, NY 11577
NB: To avoid possible delays related to compliance with
anti-money laundering and anti-terrorist regulations, we
suggest you make checks out to "Pershing LLC" rather
than to "PR Herzig & Co."
To transfer DTC eligible securities ...
Institution: Pershing LLC
DTC #: 0443
For Credit to: 9-digit account number (example:
A3B-123456)
Account name: Name on your statement (Example: John Doe
IRA)
Who is Pershing
LLC?
|
