![Brooke B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brooke B.")
BB

Brooke B.

Registered Assistant

Small-Business (50 or fewer emp.)

8/10/2022

"Good trading platform"

4/5

What do you like best about Pershing Financial Services?

I like how easy it is to view client account activity. Review collected by and hosted on G2.com.

What do you dislike about Pershing Financial Services?

I don't like how I can't make multiple trades at once in client accounts. It is very time consuming making one trade at a time. Review collected by and hosted on G2.com.

What problems is Pershing Financial Services solving and how is that benefiting you?

The recent update has cleaned up a lot of unnecessary functions on the trade page. Review collected by and hosted on G2.com.

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Rating Updated (4/26/2023)
Validated ReviewerIncentivizedSource: G2 invite

See what 56 reviewers think of Pershing Financial Services

4.2 out of 5 · Verified reviews from real users

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