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Corestone Account

Investing, Banking, Checking

All in One Place

With Pershing's Corestone Account, you can deposit and use the money of the account for daily needs, paying bills, and most uniquely all un-invested cash is automatically put into an account to grow in value every day. This way your cash is available for you when you need it, yet it is also always working for you. All of these services can be managed through your NetXInvestor account, that way you can save time not having to move between different accounts for each of these services. All Corestone accounts benefit from the following:

  • Daily sweep of un-invested cash, so your money is always growing and working for you.
  • Free direct deposits.
  • Unlimited check writing, with no minimum
  • Use of checking account for electronic fund transfers, insurance payments, and trust payments
  • Free bill payments and electronic checks through the BillSuite service (accessed through NetX)
  • Online check image retrieval (front and back)
  • Live client support, weekdays from 8:30am-6:00pm for investment questions, and 24/7 for bill, account, and card related questions
  • SIPC Coverage

All of these are available with the default Silver account, although even more services and features become available with higher tier accounts with more information below. Each tier includes the benefits of the tiers above it. If this service interests you, give me a call at 866-440-0289 to set up your Corestone Account.

Silver PLUS

  • Visa debit card
  • Wallet check reorders
  • Free access up to $500 cash of your account from over 52,000 total PNC and Allpoint ATMs


  • Purchase protection and travel benefits
  • RewardSuite loyalty program, 1 point for every $1 spent
  • Up to $1,500 cash free from PNC and Allpoint ATMs
  • $5 monthly reimbursement for out of network ATMs
  • Improved investment reporting, statements, expense tracking


  • 1.5 reward points per $1 spent
  • Free stop payment orders
  • Up to $3,000 cash free from PNC and Allpoint ATMs
  • $10 monthly reimbursement for out of network ATMs
  • Concierge Services