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:

For file content questions, email Standard Files Project Management:

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.

Delivery and Configuration Aids