Please ensure Javascript is enabled for purposes of website accessibility
Netx360

Training Resources

Training Solutions

Through Training Resources you have access to comprehensive training via live webinars and short form videos in the Learning Management System. We provide an ever-expanding suite of training solutions to help ensure you conduct business with maximum efficiency.

noimage

Learning Management System

The Learning Management System combines video content with insightful instructor-led courses on the topics listed below and is accessible through Resources and Marketing Center in NetX360+. In addition to standard digital course content offering through a mobile-friendly interface, customization is also available to allow firms to pre-set curriculums, provide assessments and certificates of completion, along with reporting metrics to track progress. Our course offerings include topics such as account opening, asset movement, reporting, workflows and more.

noimage

Training Services

You have access to videos, live events and consultative opportunities specific to various Pershing distribution channels including Broker-Dealer client firms, Pershing Advisors Solutions’ RIAs and Bank Custody firms. A list of specific training by solution is available to client firms and financial professionals on the solutions pages of Marketing Center in NetX360+.

Featured Solutions and
Resources

Integration Experience

Open framework for seamless integration and accessing best-of-breed technology solutions.

Learn more arrow_forward
Operations Experience

Improve operational efficiency the smart and convenient way.

Learn more arrow_forward
Advisor Experience

A reimagined simple, intuitive, and personalized experience for advisors.

Learn more arrow_forward

Interested in NetX?

Please fill out the form below, and we’ll be in touch as soon as possible.

 

Information for Investors

Account Balance Inquiries (201) 413-3333

© 2024 Pershing LLC. All rights reserved. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Brokerage custody provided by Pershing LLC, member FINRA , NYSE , SIPC , a BNY Mellon company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing. Products and services described herein are intended for financial professional use.

Business Continuity & Other Disclosures | Statement of Financial Condition | Money Market Funds | EMEA Cookie Notice

Choose Your Region or Location

North America
Europe, Middle East & Africa