Welcome to Lockwood Online Investor Workstation: View information about your account(s) including: - positions, market values and performance as of previous day's close. - transaction history for the past 90 days.

Pershing Statements and Tax Forms Now Available Online!

A new menu tab called "Documents" has been added to the Investor Workstation. You will find the new tab located after the "Reports" tab at the top of your Workstation screen. The menu items include Pershing Statements and Tax Forms (e.g. 1099s, 1099Rs). If you require assistance accessing or downloading the new documents, please contact your Financial Advisor.

Click here for minimum system requirements.

Click here for a Quick Reference sheet that explains the features of the Investor Workstation and provides tips on where to find different types of account data.

Order Routing Practices (First Clearing Corp.)

Order Routing Practices (Pershing LLC)