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Yes, Marloo connects to your BNY Pershing accounts through Morningstar ByAllAccounts. Once connected, accounts and holdings show on each client's record and update daily.

The BNY Pershing integration page shows the account feed.

<b>The quickest way:</b> ask Marloo, "Help me connect my Pershing accounts". Marloo sends you a link to click, then guides you through the rest.

These are the accounts you see in NetX360, BNY Pershing's advisor platform.

For the steps to connect, link accounts to clients and disconnect, see <a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>.

The BNY Pershing page lists four steps to set up and review its feed.

No. Marloo receives your BNY Pershing account data through Morningstar ByAllAccounts, with your authorization.

<b>Is this an official Pershing integration?</b>

<a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>

<a href="https://help.gomarloo.com/en/articles/16672598-using-the-morningstar-integration-in-marloo">Using the Morningstar integration in Marloo</a>

<a href="https://www.marloo.com/us/integrations" rel="nofollow noopener noreferrer" target="_blank">Marloo integrations</a>

- <a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>
- <a href="https://help.gomarloo.com/en/articles/16672598-using-the-morningstar-integration-in-marloo">Using the Morningstar integration in Marloo</a>
- <a href="https://www.marloo.com/us/integrations" rel="nofollow noopener noreferrer" target="_blank">Marloo integrations</a>

Marloo connects to your Pershing NetX360 accounts through Morningstar ByAllAccounts, so holdings show on each client's record.

Connect your Pershing NetX360 accounts to Marloo

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Connect your Pershing NetX360 accounts to Marloo

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