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- 1). Go to the My eDocuments Suite website's login page (see References). This is where Pershing account holders can register for an account.
- 2). Click on the "Register Now" link next to "New User?"
- 3). Click on "I Agree" after reading the Terms and Conditions page.
- 4). Type in your name, Social Security number, account number and address. Hit "Next."
- 5). Answer the multiple choice questions for identity verification purposes. Hit "Next."
- 6). Create a secure user name and password and type in your email address and hit "Next."
- 7). Review your answers to make sure they are correct before you submit the account information.
- 8). Go to your email account and open the email from My eDocuments Suite. Click on the confirmation link to activate your account.
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