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.

Resources:

Download the NetXInvestor Mobile app to get started now:


Here are a few noteworthy NetXInvestor features to Go Digital.

  1. Mobile Check Deposit
    The mobile check deposit feature provides your clients with a quick and easy way to deposit checks. Refer to the Mobile Check Deposit Feature for more info or watch a video demo.
  1. Asset Movement
    NetXInvestor supports paperless setup and scheduling of asset movements. This self-service option adds convenience for investors to expedite requests and eliminates the need for a call request. Learn more about the features and how to activate for your investors.
  1. e-Delivery
    Your clients can receive statements, confirmations, shareholder information, account notifications and letters online to eliminate mail to their home and expedite access. Read more in the Set Up Electronic Delivery in NetXInvestor.
  1. One-Time Passcode
    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. Learn more in the NetXInvestor One-Time Passcode FAQ or read the case study.
  1. Trading
    You can give clients the option to enter orders online – for stock, options, ETFs, 529 plans and mutual funds. Learn more about the functionality in our guide Trade and Transfer Funds Using NetXInvestor.
  1. Wealth View
    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. Learn more in the Wealth View FAQ or watch a video demo.

*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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