Clearing and custody of client accounts is provided by BNY Mellon Pershing, a wholly owned subsidiary of the Bank of New York Mellon. BNY Mellon Pershing, founded in 1939, is the world’s largest correspondent clearing and custody firm with over $2.5 trillion in client assets and over $2.0 billion in net capital. The firm is a member of the New York Stock Exchange, FINRA and SIPC. Bank of New York Mellon is the oldest US banking concern founded by Alexander Hamilton in 1784 and is ranked by Moody’s among the safest large US banks with over $45 trillion in assets under custody and administration.
Clearing and Custody
Bolton Global core competencies and technologies include:
WORLDWIDE ACCESS TO MARKETS
Bolton, through its affiliation with BNY Mellon Pershing offers institutional and retail clients multicurrency execution capabilities in over 60 exchanges. Clients can buy and sell foreign currencies, equities and fixed income securities assisted by our expertise and local market experience in Central and South America, Europe and Asia. Bolton clients can take advantage of the best available pricing through our broad network of counter party bond dealers and can execute their trades in over 45 currencies.
Multi-Currency Accounts
Clients can hold cash positions in their investment accounts in over 45 foreign currencies and can receive monthly account statements of assets expressed as a value in both US and in foreign currencies. These multi-currency statements can be received by the client electronically, in paper form or both. Clients can also execute security transactions on more than 60 exchanges around the world. We also offer a range of debit/credit/ATM cards for accessing account cash and making purchases.
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Foreign Exchange Trading
Clients can trade in over 45 foreign currencies. Account holders can also send and receive funds globally and finance international transactions through their accounts.
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CHARLES SCHWAB
CLEARING AND CUSTODY
For advisory based accounts, Bolton offers clearing and custody through Charles Schwab. This full featured platform offers domestic and international clients access to all major exchanges and investment products with trading in 12 foreign currencies.
Founded in 1971, Charles Schwab is a leading provider of financial services, with 35.1 million active brokerage accounts, 5.3 million workplace plan participant accounts, 1.9 million banking accounts, and $8.88 trillion in client assets as of February 29, 2024. Charles Schwab is a member firm of the New York Stock Exchange, FINRA and SIPC.
INVESTOR RESOURCES
INVESTOR ACCOUNT PORTAL
NetX Investor is an intuitive on-line investment portal for clients to get instant access to account activity, balances, portfolio holdings and more.
A POWERFUL TOOL TO MANAGE
YOUR FINANCES
Manage all of your personal and business finances with a Corestone account. Clients can invest, write checks, pay bills and have access to credit through this consolidated platform.
Bolton Global Capital is not a subsidiary or division of BNY Mellon Corporation or Pershing, LLC and has no relationship to either company other than offering clearing and custody services provided by Pershing to Bolton Global Capital customers on a fully disclosed basis.
