Here are answers to the questions our clients ask most often about their HJ Sims’ account.
Checks can be mailed to any one of our offices:
Yes. Please contact your client service associate for an ACH authorization agreement form.
Yes. Funds can be withdrawn from your bank once we have a signed ACH agreement on file. Please contact your client service associate to request a form.
Please use the following instructions when wiring funds into your brokerage account:
Bank Name: Bank of New York
ABA Number: 021000018
Beneficiary: Pershing LLC
Beneficiary Account #: 890-051238-5
Ultimate Beneficiary: (Your HJ Sims account title here)
Ultimate Beneficiary Account #: (Your HJ Sims account number here)
Contact your income advisor and provide them with the missing information. The updated information will appear on your next brokerage statement.
Our clearing firm, Pershing LLC, is a member of the Securities Investor Protection Corporation® (SIPC®). As a result, securities in your account are protected up to $500,000 (of which $250,000 can be for claims for cash awaiting reinvestment). For more information, please see this brochure.
Having access to your account online is a great way to view your account balances. You may also contact your client service associate for balance information.
You may access your account online via the following website: www.netxview.com. Please contact your client service associate for an application to gain access to this feature. A User ID and Temporary Password will be emailed to you when we receive your signed application.
If you are authorized for online access to your account via www.netxview.com, you can click the link that appears on the top right hand corner of your account homepage to enroll for paperless statements. If you are not authorized for online access to your account but would like to receive statements and/or confirms via electronic delivery, visit: www.myedocumentsuite.com and click on “Register Now.” Contact your client service associate if you would like to receive an easy step by step manual to guide you through the enrollment process.
If an account is active, statements are generated all months for which there was reportable activity. However, if an account is not active, statements are issued on a quarterly basis (Mar/Jun/Sept/Dec).
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