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 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
Delivery and Configuration Aids
infoDirect Migration FAQ's
Netx360 GS Using InfoDirect User Guide
infoDirect Instructions
SFG Notification IBD