Broker Check

Pershing Deposit Methods

Make deposits to Pershing Accounts in either of the following ways:

Establish ACH standing instructions for on-demand or regularly-scheduled ACH deposits.

Contact us for the form and secure completion instructions. Be sure to let us know if you want to establish for a general brokerage or an IRA (including Roth IRA) account.

Mail or bring a check payable to Pershing to our office

  • Wheat-Givens Financial, LLC
  • 6401 S. Custer Rd. Ste 2000
  • McKinney, TX 75070

 

NOTE: Deposits to IRA accounts for the previous tax year should have a notation indicating the year to which the deposit applies.