Apple/Mac users, please CLICK HERE to open our upload form in a new window. Drag and Drop files is not supported by most Macs. Please use the "click" to browse your computer for the files you wish to upload.
All others, if you are having issues using the Send files to TPWC form below, please CLICK HERE as opening the form in its own window fixes most issues.
In the "Name" section, please enter your First and Last name.
In the "Email Address" section, please enter your preferred email.
In the "Company (optional)" section, please feel free to leave this blank or if relevant please enter your company name.
All others, if you are having issues using the Send files to TPWC form below, please CLICK HERE as opening the form in its own window fixes most issues.
In the "Name" section, please enter your First and Last name.
In the "Email Address" section, please enter your preferred email.
In the "Company (optional)" section, please feel free to leave this blank or if relevant please enter your company name.
To access your TPWC Egnyte Cloud Folder, click here to open a new window and access your Cloud Documents.
2022 Tax Year:
Pershing LLC.'s Tax Guide - Tax Guide and Tax Information Statement/Form 1099 mailing dates, along with additional useful information, available via this link.
Pershing LLC.'s Tax Guide - Tax Guide and Tax Information Statement/Form 1099 mailing dates, along with additional useful information, available via this link.
If you would like to access your accounts, please use the links below. (Note: These are external links which will take you away from our website.)
Transamerica Premier Life Insurance Company, formerly Western Reserve Life
Nationwide Advisory Solutions, formerly Jefferson National Life
NetX Investor - Pershing
Baylor Scott & White Retirement - Empower
Transamerica Premier Life Insurance Company, formerly Western Reserve Life
Nationwide Advisory Solutions, formerly Jefferson National Life
NetX Investor - Pershing
Baylor Scott & White Retirement - Empower