You can open an investment account with Pershing, a division of BNY Mellon, one of the world’s largest custodians with over $53.1 trillion in assets under administration and $2 trillion in client assets. For 85 years, Pershing has been a trusted partner for thousands of investors and institutions worldwide.
Your assets will be protected by SIPC insurance up to $500,000, plus additional Lloyd’s of London coverage up to $1 billion for securities.
The digital platform serves a wide range of clients, including:
- High-net-worth individuals (HNWIs) and ultra-HNWIs
- Private investors and active traders
- Entrepreneurs expanding global businesses
- External asset managers and investment advisors
- Family offices managing intergenerational wealth
- Institutional investors, funds, and corporations
- Trusts and professional trustees
A Pershing account provides direct access to global markets—equities, bonds, ETFs, derivatives, and alternative investments—within BNY Mellon’s premium infrastructure.
Opening an account is possible within one month remotely, without traveling to the U.S. The Q Wealth team will guide you through every step.
Advantages of Opening a U.S. Brokerage Account
- Access to $53.1 trillion in assets under custody/administration and $2 trillion under management at BNY Mellon.
- More than $2.5 trillion in client assets at Pershing alone (as of March 31, 2025).
- 85 years of experience, thousands of institutional clients, and hundreds of thousands of investors globally.
- Asset protection: SIPC coverage up to $500,000, plus additional Lloyd’s insurance—combined up to $1 billion for securities and $1.9 million for cash per client.
Unlike a traditional retail bank, this is a global brokerage and clearing platform, focused on investments, custody, and capital markets access.
The custodian allows you to hold ETFs listed on NYSE, bonds from European issuers, and shares of Japanese companies—all in a single account.
As a registered broker-dealer, Pershing is regulated by the SEC and FINRA. Client assets are legally segregated from the firm’s balance sheet and cannot be used for its operations. Unlike bank deposits (which become the bank’s property and are FDIC-insured), securities always remain your legal property and are further insured beyond SIPC limits.
In addition, Pershing provides powerful digital tools: NetX360+, NetXInvestor, and the Wove ecosystem—offering portfolio management, analytics, and global connectivity. Services include prime brokerage, margin lending, securities lending, and capital introduction.
On the tax side, reporting is provided under both U.S. standards (Form 1099) and international frameworks (FATCA/CRS). Financial strength is supported by more than $2 billion in company equity.
Required Documents
To open an individual account, clients must go through the standard identification process (KYC/AML). The following documents are required:
- Proof of identity — a passport or driver’s license with a photo and date of birth.
- Proof of address (utility bill, bank statement, or similar document no older than 3–6 months).
- Proof of source of funds (income certificate, bank statements, etc.).
For opening a corporate account, the following documents are typically needed:
- Company formation documents, depending on the jurisdiction.
- Resolution appointing authorized representatives, or another document confirming the authority of specific individuals to act on behalf of the company.
- Information on directors, founders, beneficiaries, and authorized representatives.
- Proof of address.
- Company tax identification number (EIN).
- Business description and financial details — including information on activities, source of funds, and business plan.
The exact list of documents may vary depending on jurisdiction and client profile. We will clarify all details in advance during the consultation.
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Check the list of required documents, and get the details of the process, terms, and costs.
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Account Opening Process with Q Wealth
We provide full support throughout the account opening process, from the first consultation to gaining access to your investment portfolio. Everything is handled remotely, confidentially, and in compliance with international KYC/AML standards.
Step 1: Personalized consultation and tailored solution
We analyze your investment goals and requirements — whether you need an account for an individual, a corporate entity, or a trust — and select the optimal setup.
Step 2: Document preparation and application submission
We help gather, verify, and, if needed, translate or certify documents, complete the client questionnaire, and submit the package to the financial institution’s compliance department.
- Support fee for opening an individual investment account starts at €5,000.
- For a corporate account, the fee starts at €6,000.
Step 3: Verification and compliance review
The custodian conducts an internal review of the sources of funds, financial reputation, and investment objectives. We prepare explanations and additional materials in advance to minimize the risk of rejection and speed up approval.
Step 4: Account opening and platform access
Once approved, you will receive a brokerage account and full access to the investment platform with custody and clearing services. You’ll be able to build and manage a diversified portfolio including stocks, bonds, ETFs, and alternative assets.
Start working with us today: we’ll take care of every step and open an account with a trusted U.S. broker and custodian for you.
Frequently Asked Questions
What is the minimum deposit required to open an account?
The minimum deposit is USD 250,000, though the exact amount may vary depending on the account type and client profile.
Is international market access available?
Yes. The platform provides access to dozens of global markets across the U.S., Europe, Asia, and beyond.
Does the platform provide tax reporting?
Yes. Clients receive detailed statements and reports that comply with international standards, including FATCA and CRS.
