Go Digital

Simpler, speedier and more secure digital solutions transform your business

In this rapidly changing environment, BNY Mellon | Pershing is committed to helping you digitally transform. The information below details easy-to-use digital tools that can help you operate more efficiently and effectively manage your digital journey.

  1. Prospecting
  2. Account Opening
  3. Digital Platform Access
  4. Implementation
  5. Account Maintenance
  6. Analytics and Reporting
  7. Ongoing Client Engagement
The Stages of the Digital Account Lifecycle

digital account lifecycle

Examine the essential tools you can leverage for every stage throughout the digital account lifecycle.

Get to know your prospects’ financial goals and recommend the different ways you can help grow their wealth using the following:

  • Initial KYC and risk tolerance review
  • Due diligence
  • Proposal generation
  • Education and Resources

Pershing’s Client Training Services team has enhanced the learning experience to broker-dealers and advisory firms through its Learning Management System. The system offers simple navigation to easily select from a blend of video and instructor-led courses. The Learning Management System has a mobile-friendly interface with unlimited views for learners to revisit material and is available 24/7.


Set the stage for your prospect to become clients by using the digital tools that are simple, safe and secure while saving yourself time.

  • Electronic delivery (eDelivery) allows a more convenient, secure and flexible way to receive important communications allowing clients to access documents as soon as they are available, rather than waiting for them to arrive in the mail.
  • Streamline client onboarding with our integrated eSignature solutions. Pershing accepts eSignature for most documents, allowing advisors and clients to digitally complete requests – new accounts, asset movement and others - from anywhere they have a computer or mobile device.

Access your clients’ entire financial portfolio through the NetX360® mobile app. NetX360 mobile provides anytime, anywhere access to market-leading tools and experiences:

  • Fund accounts quickly with mobile check deposit
  • Update client information and maintain accounts
  • Submit orders or transfer money on behalf of clients
  • Upload and share documents as they are received

Download the NetX360 Mobile app:

Download the Investor Portal Mobile app:


Use your expertise to properly allocate funds and configure alerts so clients can stay up to date with the latest information about their accounts. Pershing can digitally enable you to move money and securities through NetX360.

  • NetX360 Mobile keeps you on track with real-time alerts and notifications via email or pop-up messages that can be received on your mobile device when you are away from the office.

Grow and support your clients’ portfolio with detailed action plans that use digital tools to drive efficiency. Within NetX360, quickly and easily perform trades, handle billing, rebalance portfolios and move money/securities on all accounts.

  • Digital Authorizations for outgoing fed fund wires offers a secure and paperless process to initiate federal fund wire requests, checks and Automated Clearing House (ACH) transactions online, including outbound third-party.
  • Mobile Check Deposit gives you and your clients a fast and secure way to deposit checks from any mobile device using the NetX360 or Investor Portal mobile apps.
  • Asset Management Account: Corestone®, provides clients the ability to establish an electronic checking account and/or debit card. We also offer an electronic-only account via eSignature. Corestone offers digital payment options, including:
    • Authorized debits and direct deposits (ACH debits/credits)
    • VISA® Debit Card
    • Mobile wallet options, such as Apple Pay® and Google Pay
    • Peer-to-peer (P2P) payments

Clients expect accurate and comprehensive performance reports that are complemented by analytics that are critical to an enhanced client experience. NetX360 allows you to easily generate client reports and tailor them based on specific account information. NetX360 Analytics provides valuable intelligence from business data and shows money in motion, which allows your firm to track new asset flows and business performance while excluding market fluctuations.

  • Dashboard Insights provide performance measurements across your firm.
  • OpportunityView®—or Fully-Paid Securities Lending identifies appropriate clients and the total revenue opportunity to your firm.
  • Wealth Reporting and Insightsi delivers an accurate, single view of all of your clients’ assets via an online dashboard, as well as versatile reports for individual clients or user-defined portfolios.
  • Wealth View, a feature within the investor portal, provides clients an aggregated view of their accounts — including those held away — for a more streamlined and complete financial picture.
  • Report Center provides an intelligent search capability and a report building wizard.

Find new opportunities to grow your clients’ portfolio and introduce new products that best match their life stage.

  • Make virtual meetings more successful by seeing what your client sees in the investor portal with My Client View. With both parties seeing the same thing on their screens, you have the opportunity to virtually walk clients through their portfolios step-by-step.
  • Enjoy a greater level of convenience and security with One-Time Passcode (OTP), a simplified secure login process. OTP can be setup and configured to streamline password resets, unlock accounts and replace security questions when you or your clients access accounts from an unrecognized device.

i Wealth Reporting provided by Albridge Solutions, Inc. an affiliate of Pershing LLC, both wholly owned subsidiaries of The Bank of New York Mellon Corporation (BNY Mellon).

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