NetXInvestor Access


Pershing's NetXInvestor platform combines an elegant, online investment solution for your clients with exceptional flexibility and customization options for your firm. With NetXInvestor, you can keep investors connected with your firm, your advisors and the markets. It offers anytime, anywhere access to consolidated account information, online documents, portfolio management solutions, and trading—plus market research, quotes and news from leading providers.


Pershing's NetXInvestor® delivers a rich experience and broad flexibility that lets you adapt to the changing ways investors want to do business—now and in the future. With NetXInvestor, your clients can:

  • Get instant access to account information and view statements and trade confirmations online
  • Access quotes and news from leading sources—plus research on thousands of stocks, options and mutual funds
  • Quick views of summary or detailed account information
  • Pay bills via single sign-on to BillSuite™

Download the NetXInvestor brochure [PDF] to learn more about the features and benefits of NetXInvestor.

Investor Access - NetXInvestor


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 to balances, holdings activity, market news and data, order status and account documents. Download the NetXInvestor Mobile fact sheet to learn more.

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

Investor Access - Mobile

* Subject to system availability and an internet connection.

You and your clients should independently and carefully consider whether any investment instruments are suitable for your client’s particular investment objectives and financial position. Investing in securities involves risk, including loss of the principal amount invested. Past performance is not indicative of and is not a guarantee of future performance.

Information and content available on NetXInvestor are not intended as and do not constitute an offer, solicitation or a recommendation to purchase or sell any security. Pershing LLC does not offer or provide investment advice.