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Understanding the New Cost Basis Reporting Regulations

 

BNY Mellon Disclosures 

 

Credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., a wholly owned subsidiary of The Bank of New York Mellon Corporation. Member FDIC. Hedging strategies, which are subject to credit approval, are provided by The Bank of New York Mellon. Mortgage services, provided by BNY Mellon, N.A. are subject to credit approval. NMLS #764464. © 2017 The Bank of New York Mellon Corporation. All rights reserved.

©2015 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).

©2015 Pershing Advisor Solutions LLC. Pershing Advisor Solutions LLC, member FINRA, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Clearing, custody, or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions relies on its affliate Pershing LLC to provide execution services.

Bank custody and private banking solutions are provided by BNY Mellon, N.A., member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation. Except with respect to uninvested cash held in a bank deposit account chosen by client as part of a sweep election, assets custodied at BNY Mellon, N.A. are segregated from the general assets of BNY Mellon, N.A.

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Bank custody and private banking solutions are provided by BNY Mellon, N.A., member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation. Except with respect to uninvested cash held in a bank deposit account chosen by customer as part of a sweep election, assets custodied at BNY Mellon, N.A. are segregated from the general assets of BNY Mellon, N.A.

 

 

 

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