RIA Compliance Technology | Simple Trade Monitor

Simple Trade Monitor
Why am I having trouble linking my Pershing Accounts
Pershing has a long and deep history in the Financial Services industry. Therefore, they have many options in Simple Trade Monitor to link accounts. We recommend if you are having trouble to use the search bar and search the term Netexchange or ...
Why am I being asked to re-authenticate my accounts?
Your personal brokerage accounts need to be periodically re-authenticated based on your custodian's timetable, which is usually every 180 to 360 days. Additionally, if your custodian uses 2-factor authentication and does not have an alternative to ...

RIA Compliance Technology | Simple Trade Monitor | Knowledge Base