retrieving client data from Pershing

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Posted by Tim Roscher on October 20, 2006 at 22:59:12:

Mark,

Have you been able to get Pershing to to allow financial advisor access to their client accounts so they can be updated through Fund manager?

Do I have to purchase FM Advisor in odrer to do automatic updates to client accounts?

I have been using this program since 2.0 and I like it a lot.

Replies:

• Re: retrieving client data from Pershing Mark 13:38:15 10/21/06 (0)