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.

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Experience and Education Matter

At Wheat-Givens Financial, our clients benefit from years of experience and our dedication to continually increasing our knowledge of the changing financial landscape. Phil and Lori are both CERTIFIED FINANCIAL PLANNER™ professionals and Accredited Investment Fiduciaries, in addition to being licensed securities representatives at United Planners. Phil holds many additional certifications and both continue to pursue additional education to serve our clients better. Contact us to see how experience and education can make the difference in reaching your financial goals.