Anytime, Anywhere Mobile Solutions

Mobile Experience - Pershing Technology and Data Management

Access for Advisors and Investors on the Go

Mobile is the new face of engagement.. How will your business keep up with advisors and clients on the move?

Our mobile solutions extend the desktop experience of NetX360® and NetXInvestor® to mobile devices—letting advisors and investors stay connected anytime, anywhere.

With streamlined, intuitive navigation, easy access to accounts, documents, trading and market data, our mobile solutions let you take the power of our NetX360 suite wherever you go.

A Virtual Office at Your Fingertips

With a few simple clicks, you can track your practice through the NetX360 Mobile dashboard. At a glance, you can gain intelligence into what's happening in the market and with your clients' accounts.

Helping Investors Stay Connected 24/7

Our mobile solutions let you give investors what they need, wherever they need it. With our new NetXInvestor mobile app for the Apple® iPhone® and iPad® clients can:

  • View account statements, trade confirmations and tax statements
  • Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more
  • View a comprehensive account summary at a glance—right from the home screen
  • Pay bills via single sign-on to Bill Suite™
  • Securely reset passwords
  • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds
  • Deposit checks into eligible investment accounts at Pershing with our mobile check deposit service, simply by taking a picture with an iPhone, iPad, or Android™-powered smartphone*

* Subject to system availability and an internet connection.

Featured Solutions and Resources