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.