Operations and Processing

Operate More Efficiently

Pershing can digitally enable you to move money and securities through NetX360^® professional workstation. We can help move funds efficiently in and out of client accounts with these three quick steps:

1. Initiate: New Deposits or Withdrawals
2. Create: Standing Instructions
3. Take Action: On an Existing Request

Resources:

• Initiate an Ad-Hoc Retirement Deposit Request
• Ad-Hoc Retail Withdrawal Request
• Ad-Hoc Retirement Withdrawal Request
• Create Standing Instructions for ACH Requests (ACH)
• Create Standing Instructions for Federal Fund Wires
• Take Action on an ACH Standing or Periodic Instruction Request
• Email from your Firm to an Advisor
• Email from Advisor to Investor to enroll

Engage Clients Digitally

Closely engage your clients without physical proximity using the NetX360^® Mobile app to access:

1. Mobile check deposit
2. e-Delivery for paper-free document sharing
3. eSignature for paper-free document execution

Download the NetX360 Mobile app to get started now

Resources:

• NetX360 Mobile User Guide
• E-Delivery Fact Sheet
• Email from your Firm to an Advisor
• Email from Advisor to Investor to enroll

A Paper-Free Workplace

Our customizable, Document Management and Workflows tool allows home office staff and advisors to store documents electronically and operate more efficiently. Through NetX360's Document Center you can manually share imaged documents from advisors to investors using NetX360 and NetXInvestor®. Click here to learn how you can get access to Document Center.