Operations & 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


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 paperless document sharing
  3. eSignature for paperless document execution

Download the NetX360 Mobile app to get started now: