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- Knowledgeable trust specialists with experience working with investment advisors and other
intermediaries.
- Integrated systems between Reliance and Pershing provide seamless reporting of the total trust
account via Reliance’s online access.
- Investable cash and investments can be viewed on NetExchange® or via Reliance’s online access.
- Both principal and income assets, activity and consolidated statements can be viewed via Reliance’s
online access.
We are ready to work with you to expand your client base. If you have a prospective personal trust
client that is establishing a trust or wants to move an existing account:
- Send a copy of the trust documents and a current trust account statement to Reliance.
- Reliance will promptly review the documents and assets and determine if the account can be
accepted.
- Upon account acceptance, Reliance will work with you to move the account.
For additional information or a brochure contact:
Sharon Ennis - Phone: 404.965.7272
Peggy Scott - Phone: 678.274.1889
Wade Fox - Phone: 678.274.1748
Email: Pershing Inquries
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