Pershing
This website is used to download client statements from Pershing.
What is NetX?
The form required to link a bank account to an NFS IRA.
What is the Premiere Select Standing Payment Instructions form?
The process of submitting paperwork to Cambridge.
What is webcapture?
The Teams chat where you can ask for FP codes to be added to your CLIC.
What is FP Code Add Requests?
These are Cambridge's four core values.
The form needed to add beneficiaries to an Individual account.
What is the Individual Transfer on Death Account Agreement form?
The most commonly used prefix for NFS commission accounts.
What is B9F?
This is the type of account that must be established when the owner of an Individual account passes away.
What is an estate account?
After being at Cambridge for this length of time, an associate becomes eligible to be considered for a flex schedule.
What is one year?
These teams can help you with paperwork questions for NFS and Pershing.
Service Teams (Tree Teams)
The prefix used for all Pershing CAAP accounts.
What is TPM?
The form used to establish, add, or change trustee information on an NFS Trust account.
What is the Trustee Certification of Investment Powers form (TCIP)?
The IRS requires that clients begin taking annual distributions from their IRA in the year the client turns this age.
What is 73?
This team lead currently has the most OAs reporting to her.
Who is Monica?
The year Cambridge was founded.
What is 1981?
The two things required for a client to take an IRA distribution to their bank account without needing signatures again in the future.
What are standing ACH instructions and standing tax instructions?
This is the fee when sending an overnight check from an NFS account.
What is $30?
This is needed to change an NFS commission JTWROS account to JTIC.
What is a Letter of Instruction (LOI) signed by all authorized signers?
One of these three trigger words must be used in the subject line of emails containing PII.
What are secure, encrypt, and sensitive?
The number of Home Office Associates
What is 900?
(as of 12/31/25)
A client passes away with a Pershing IRA. Their spouse is 100% primary beneficiary. These are the three items needed to journal the assets to their spouse's existing Pershing IRA.
What are the Pershing IRA Asset Movement Authorization form, death certificate, and the BIA?
These four things are required to name a person as a beneficiary on an NFS IRA.
What are Beneficiary name, date of birth or SSN, relationship, and allocation?
The process of changing an established account from one platform to another.
What is a prefix change?
The OA purpose statement.
What is, "To make a difference in the lives of the financial professionals we serve and their clients."
The percentage of Cambridge financial advisors that are women.
What is 18%?
(As of 3/31/2026)