03/31/20: CARES Act Ramifications for Retirement Account (IRA) Clients
Read the Cares Act and Retirement Account memo
(link opens in new browser tab or pdf reader), for news affecting IRA contributions and distributions, effective Mar 31st 2020.
York Securities underwent a clearing agent conversion from Pershing LLC to Axos Clearing, on July 15th 2019. Please refer to your letters received in the mail for more information about the conversion, and your personalized account details.
You may now enter orders, or check account information in your York Securities brokerage account custodied through Axos Clearing, LLC.
Above link opens in a new tab at https://yorktrade.automatedfinancial.com/.
New Users: Please refer to the letter you received in the mail (or e-mail) which specifies your initial temporary password.
Should you have any difficulties logging in, please contact us.
Pershing, LLC (former clearing agent)
Above link opens in a new tab at https://www.netxinvestor.com/.
On this page, the "Financial Org#" is the first three characters of your account number.
The last trading day through this site was July 10th 2019.
Electronic Documents (statements, confirms, 1099s) containing account data through July 2019, will be available through April 2020.