NetX360 and NetXInvestor Mobile Access

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NetX360 Mobile
NetX360 Mobile

NetX360 Mobile

In today's fast-paced marketplace, advisors need to stay connected even when they're away from the office.

NetX360® Mobile extends your NetX360 desktop experience to your mobile device. This intuitive app lets you conduct critical business operations on the go*. Designed for efficiency, it provides access to real-time data through workflows tailored for the mobile experience.

With NetX360 Mobile you can:

  • Access your clients' account profiles, balances, holdings and activity while you're out of the office
  • Stay ahead of the markets with real-time information
  • Get time-sensitive Items for Attention and Alerts for issues that need immediate action

Download the NetX360 Mobile fact sheet [PDF] to learn more.

NetXInvestor Mobile

Empower your investors to conduct business and view their accounts anywhere, anytime from a tablet or smartphone with our NetXInvestor Mobile app. It offers 24/7 mobile access, giving clients the ability to:

  • Get instant access to account information and view statements and trade confirmations online
  • Pay bills via single sign-on to Bill Suite™
  • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds
  • Deposit checks into eligible investment accounts with our mobile check deposit service

Download the NetXInvestor Mobile fact sheet [PDF] to learn more.

NetXInvestor Mobile

FOR AUTHORIZED USERS ONLY. This application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, to activate this application, your firm must pre-approve you as a user and provide you login credentials.