Client Account Access

Pershing Accounts:

You will receive information from our office in order to access your accounts online.  The information will include a Financial Organization Number, an lD, and a password.  The Financial Organization Number will always be 5MG.  The password will initially be the first four letters of your mothers maiden name along with your date of birth (mmddyy).  Once you login, you will be prompted to change your password.  Please remember this, as we do not have access to retrieve it should you forget it.  Also, if you try login 3 times unsuccessfully, your account will automatically be locked down and you will have to call our offices during normal business hours in order to have it reset to the original password mentioned above.

Should you have any problems during this process, please do not hesitate to let us know.

To access your Account at Pershing Click Here

For accounts held directly at the fund family:

American Funds