The Lance Hocutt Financial Group is excited to announce that we have selected BNY Mellon’s Pershing as the primary clearing option for our clients. BNY Mellon’s Pershing is the largest provider of clearing and settlement solutions in the world, with more than $45 trillion in assets under custody and/or administration.
Our conversion from StoneX Clearing, Inc. to the Pershing platform will provide improved client-facing technology and electronic access to your account information. This technology is more detailed and user-friendly for your ease and convenience.
During this conversion process, you will be assigned a new account number to the NetXInvestor client interface. More details on accessing the new platform will be shared as soon as possible. Essential to the process, our broker-dealer, SA Stone Wealth Management, will be sending you a letter in the coming days with more detailed information on the conversion. The conversion is set to take place after business hours on Friday, October 15, 2021.
Please do not hesitate to reach out to us with any questions or concerns, the Lance Hocutt Financial Group team is here to address your needs and discuss this conversion process with you.