Charges from Pershing

Written by Jemina Owen-Jones

June 18th, 2024

Pershing has been in business since 1939 and operates as a subsidiary of The Bank of New York Mellon Corporation. The company provides a range of financial services and solutions to institutional and retail financial organizations. Retail products and services offered by Pershing include brokerage execution, clearing, prime brokerage, and investment advisory services. The company also provides trading, investment management, and various operational support services to its clients.

Other ways this charge from Pershing can appear

Pershing transactions on your credit card statement can appear in various ways, depending on the specific transaction and how it was processed. Here are some common descriptors you might see for Pershing charges:

It's important to note that the exact descriptor on your credit card statement may vary, and these are just some common examples. If you ever have a question about a specific charge, you can usually find more details in your Pershing account's order history or contact Pershing customer support for assistance. Additionally, always keep an eye on your credit card statements to ensure that all charges are legitimate.

Find & fight fraud from anywhere

Verify With Receipt

The best way to tell if this charge is fraudulent is to find the receipt. You may have an electronic copy of the receipt, which you can finding by searching in your email accounts for.
Or, if you want to automatically find and reconcile receipts so you never worry about fraud, you can use SimplyWise to automatically match all bank and credit card transactions to email and paper receipts. The app instantly reconciles your expenses and flags anything that doesn't match.
Step 1

Connect your email

Download the SimplyWise app and connect your email account. SimplyWise will search through your emails and find all the receipts in your inbox. This allows you to understand what exactly you are paying for when you see a bank transaction on your statement.
Step 2

Connect Your Bank

Connect to your bank account/credit card transactions through the secure (256 bit encryption) Reconciliation feature within the app.
Step 3

Reconcile

Reconcile the charges reported by your financial institution against what you've recorded in your SimplyWise account. Find fraud quickly! SimplyWise will match your transactions to your bank/credit card spending and check those items off.