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
   • Initiate an Ad-Hoc Retirement Deposit Request
   • Ad-Hoc Retail Withdrawal Request
   • Ad-Hoc Retirement Withdrawal Request

   Videos:

   • Ad Hoc ACH Deposit
   • ACH Withdrawal
   • Initiating Fed Fund Wires

2. Create: Standing Instructions
   • Create Standing Instructions for ACH Requests (ACH)
   • Create Standing Instructions for Federal Fund Wires

   Videos:

   • Creating Standing and Periodic Instructions Video

3. Take Action: On an Existing Request
   • 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. eDelivery for paper-free document sharing
3. eSignature for paper-free document execution

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:

• Email from your firm to an Advisor
• Email from Advisor to Investor to enroll

Enhance Your Firm's Operational Processes

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.