Shareholders Service Group & Pershing, LLC.
If you are not yet a "managed money" client or you recently became one, you should know that the custodian I have chosen to reconcile your acccounts is Shareholder's Service Group (SSG). All Eddie Patel, Inc. clients currently use SSG as their custodian.
Shareholders Service Group will be mailing you your statements and keeping custody of your funds. Never write a check directly to "Eddie Patel, Inc." always make it out to:
San Diego, California
Pershing, LLC. (clearing firm for Shareholder's Service Group)
You then take the check and mail it to:
Shareholder's Service Group
9845 Erma Rd., Suite 312
San Diego, CA 92131
**Please Remember to Write Your Account Number on your Check!!
Current Account Holders
For those of you who have an established SSG account with Eddie Patel, Inc., log in to view your details by clicking the link below:
NetExchange Client, Shareholder's Service Group
