My Portfolio
Taylor Capital Management normally uses Pershing Advisor Solutions (PAS) for trading and custody of our clients' assets. PAS is a subsidiary of the Bank of New York Mellon. Pershing and BNY Mellon are the largest global custodian with over $20 trillion in assets. We have negotiated discounts in trading fees for our clients who hold their accounts at Pershing.
PERSHING NETEXCHANGE INVESTORTM
NetExchange InvestorTM is a state-of-the-art web site that offers online access to your portfolio information. With NetExchange Investor, you will have access to your account balances, portfolio holdings, and up to two years of transaction history. You will benefit from real-time quotes, access to the latest market news and research, and the ability to create multiple security watch lists. To apply for access to NetExchange InvestorTM please call toll free at 866-981-4040 to obtain a user ID and password.
Please click the link below to access your account.
Although we utilize PAS as our preferred custodian we can also manage assets held by other custodians. Please contact us if you would like to discuss this matter.