Is anyone else dealing with new Pershing compliance rules?
Surely I can't be the only one dealing with these ass-hats at Pershing. They changed how we are supposed to report on client IRA accounts they custody. So now I have to bend over backwards to try to figure out wtf they want us to do and these guys can't even answer the phone they day before this artificially imposed deadline...
In the special instructions I'm entering fuck off when I send this in.
If you are at a large AM firm with an IT team I envy you.
On a scale from 1-10 how much trouble will you get in if you just send them an invoice for your time and then tell them to fuck off?
We might incur some additional processing fees
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