Join SMH Partners and you'll enjoy both common and unique benefits for a single monthly fee of $150.

Research

• Pershing Research

NetExchange Pro

• SMH Partners offers Pershing's NetExchange Pro to save you time and effort with easy access to client account information.  The basic package provides you easy online access to client data such as account information, history, holdings, prior day activity and values as of close, net worth and order status.  Advanced packages can be purchased at our cost that includes more advanced features like real time or streaming quotes.  In addition, online trades will bring you reduced ticket charges.

Licensing/Registration

• When you join SMH Partners, there's no additional fee for NASD Registration, Home State Registration, Fingerprint Card and Background Check.

E&O with Prior Acts Coverage

• Error and Omissions Insurance with Prior Acts Coverage is provided back to the effective date of your first E&O Liability Insurance policy that has been kept in force continuously through the effective date of your contract with the insured broker-dealer upon receipt and approval.

Continuing Education

• Your CE - both the NASD-mandated firm and regulatory CE requirements is part of the benefits you will receive from your affiliation with SMH Partners.