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:
Closely engage your clients without physical proximity using the NetX360® Mobile app to access:
Download the NetX360 Mobile app to get started now
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.
Digital Engagement emails:
Learn about the different paperless asset movement alternatives that are available to you from Pershing through a standard brokerage account or a Corestone® asset management account.
This easy-to-use guide synthesizes best practices and recommendations, including digital methods, to enhance your firm’s critical operations processes to improve the experience for your advisors and investors.