Download Materials

A Free Adobe Acrobat Reader is required to access these files.

The following materials are available in Portable Document Format (PDF), which enables you to download, view, and print the materials. Directions for how to use the Adobe Acrobat Reader are included below; we suggest that you print this screen for reference.

Materials Now Available Through The Source
A comprehensive list of materials is available for view, print, and download from the Material Catalog in The Source. With access to nearly 600 documents, you can search through the catalog by conducing:

A basic keyword search by entering words that generally describe the material you are looking for.
An advanced search and identify specific criteria including product/service categories like ProCash Plus, material types such as Form, and target audience including individual investor.

Visit the Material Catalog today to retrieve the forms you need to manage your growing business.

- General Products and Services

	How To Read Your Statement Brochure This brochure explains the sections of your clients' brokerage account statements, and includes images of sample statement pages with descriptions. This is a useful reference tool during client meetings, and can also be inserted in your clients' brokerage account statements to help them understand the financial information on their statements.
	Maximize the Benefits of Holding Securities in Your Brokerage Account Brochure This brochure explains the benefits of holding securities in street name, including consolidation, convenience, safety, and simplicity. It also provides detailed instructions for preparing securities for deposit into a brokerage account. Use this tool as an effective direct mail piece, or insert it in your clients' brokerage statements.
	Pershing at a Glance for the Investment Professional Brochure This brochure is an easy-to-read overview of Pershing's products and services for investment professionals.
	The Pershing Press Subscription Form Use this form to subscribe to The Pershing Press-a free, quarterly newsletter featuring Pershing's current initiatives such as new products, services, policies, and procedures, plus sales insights and opportunities to help you build your business. Simply complete this form and fax it to Pershing's Marketing Department.
	SelectLink Brochure and Application This brochure describes the features and benefits of SelectLink, a complimentary service that consolidates household statements, includes a summary cover page, and mails the documents in one convenient package.
	Working Behind the Scenes Brochure This brochure describes how Pershing works behind the scenes in support of your financial organization. It highlights the benefits that Pershing offers to your firm and your clients, such as significant resources, efficient processing, and data integrity.

+ Operational Forms

+ Retirement Products

+ Standard File Layouts

Directions:

Download and install a free copy of Adobe's Acrobat Reader if you do not already have it on your computer.

Click on one of the application links above*.

Depending on which Acrobat product you are using, as well as how it is configured, either the form will automatically be opened in the Adobe Acrobat Reader, or you will get a dialog box asking you how you wish to handle the file. Choose either Save File or Open Application.

-	If you choose *Save File*, you will be able to view the document using the Acrobat Reader once you save it on your hard drive.
-	If you choose *Open Application, click Search* and select the Acrobat Reader you have installed (e.g., c:\acroread\acroread.exe). After you choose Ok, the file will automatically appear in the Acrobat Reader.

At this point, you can print the application to a printer.

After you have printed the application, complete, sign and mail it to your firm.

If you have problems downloading the Acrobat files, visit the Adobe site for help.