Automatically open Pershing custodial accounts and sync client information.

What you need


Pershing is a financial services company that provides brokerage and investment advisory services. It acts as a custodian for financial assets, offering clearing, operational, trading, and custodial support for broker-dealers and registered investment advisors (RIAs). Pershing's platform is designed to help financial professionals manage client accounts efficiently, access a wide range of investments, and leverage integrated technology solutions for better portfolio management and client engagement.

Custodial account openings on platforms like Pershing allow wealth managers and advisors to open investment accounts for clients. These accounts are managed by the custodian to save for the client's future expenses, like retirement or other significant life events, while potentially growing the investments over time.


Using Pershing offers benefits such as access to a wide range of financial services and products, robust trading and investment platforms, and comprehensive support for broker-dealers and registered investment advisors. Their platform can enhance operational efficiency, streamline compliance processes, and provide advanced technology solutions for managing investments and client portfolios.


Before using Pershing, consider the specific needs of your brokerage or advisory business, including the types of services and investments you require. Evaluate Pershing's platform capabilities, fees, and the level of customization and support offered. Also, consider how Pershing's offerings align with your business model and client needs, ensuring that the partnership will enhance your operational efficiency and client satisfaction.

How to set up

Navigate to the Feathery form that you want to connect to Pershing. Click on the Integrations tab.

Open the Pershing integration and set up your Pershing authentication information.

Choose what Feathery fields to use to set up accounts, sync information, and prefill from Pershing profiles.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


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