Standard File Layouts

Layouts and documents listed under the Standard A-Z, IntraDay and Appendices tabs pertain to files containing data for our Brokerage line of business or those that contain data from and related to multiple lines of business. Other tabs host layouts for files containing data specific to the line of business indicated only.

Contact Us

For immediate production issues, please call Pershing's Technology Help Desk: 888-878-3142 or 732-622-2150, option 4

For general questions, please email the Data Delivery group at: datadelivery@pershing.com

For file content questions, email Standard Files Project Management: standard.files.pms@bnymellon.com

Content Aids

Standard File Layouts Overview

Standard File Layouts Overview The Overview provides an introduction to Pershing Standard File Layouts including a description and the various methods by which standard files can be transmitted to your firm.

Helpful Hints

Helpful Hints

Delivery and Configuration Aids

infoDirect Migration FAQ's

infoDirect Migration FAQ's

Netx360 GS Using InfoDirect User Guide

Netx360 GS Using InfoDirect User Guide

infoDirect Instructions

infoDirect Instructions

SFG Notification IBD

SFG Notification IBD