Investor Portal

The online investor portal, NetXInvestor®, enables your clients to access account information, place trades, view trade status, transfer funds, request a check, get quotes, perform market research, read news and much more.

Clients can also view their accounts, tax statements and trade confirmations online. A mobile app is easily available for smartphone or tablet for even greater convenience.

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Download the NetXInvestor Mobile app to get started now:


Here are a few noteworthy NetXInvestor features to Go Digital.

  1. eDelivery
    Your clients can receive statements, confirmations, shareholder information, account notifications and letters online to eliminate mail to their home and expedite access by utilizing eDelivery.

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  1. Money Movement
    NetXInvestor supports paperless setup and scheduling of money movements. This self-service option adds convenience for investors to expedite requests and eliminates the need for a call request. The mobile check deposit feature provides your clients with a quick and easy way to deposit checks.

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  1. Collaboration Tools
    My Client View allows you to see what your client is seeing in NetXInvestor, enabling a more efficient and productive online interaction. One-time passcode can be set up and configured to streamline password resets, unlock accounts or replace the security questions and answers when accessing from an unrecognized device. Using this feature enables investors to regain access any time of day, without having to make a call request.

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  1. Trading
    You can give clients the option to enter orders online – for stock, options, ETFs, 529 plans and mutual funds.

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  1. Analytics and Reporting
    Wealth View, powered by Wealth Reporting and Insights*, is a value-added account aggregation and performance reporting solution that offers clients a more complete financial picture.

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*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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