Screenshots

Description

In today’s marketplace, it is critical that you stay connected. NetX360® Mobile enables you to conduct critical business operations while you're on the move—wherever you are. It helps you stay on top of the latest market developments and updates and provide access to essential activities that support your business.

You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360 Mobile dashboard, and gain insight into what’s happening in the market and with your clients’ accounts. You can:
•Remain productive out of the office by accessing your clients’ account profile, balances, holdings and activity
•View the balances, holdings, activity, market value, money funds, equity and cash available for any accounts and households
•Find your clients’ contact information, view their address and reach out to them
•Stay on top of market shifts by absorbing real-time information and access to your “watch lists”
•Be notified of time-sensitive needs via alerts and notifications
•Trade equities, ETFs and mutual funds
•Surface opportunities by viewing unrealized gains and losses and available funds for investing
•Review top balances by market value, net worth and funds due across your book of business
•Access your commission summary

From your iPad, you can also access:
•Access account statements, quarterly performance reports and other documents
Anytime, anywhere—that is the power of mobility. That is the power of NetX360 Mobile.

FOR AUTHORIZED USERS ONLY

This application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, to activate this application, your firm must pre-approve you as a user and provide you login credentials.

What's New

Version 4.29.0

Some features are only available by entitlement, please speak to your NetX360 Administrator for more detail
- Security and Bug Fixes

Customer Reviews

Wish this was better

Shane_AAA

Limited functionality. New version says touch ID enabled. I went through all the settings logged in and out and I don't see any Touch ID.

Functional

Tommy In CA

Lots more capabilities in the new version. We'll done!

Want to like.

D5196

Called tech support and after a restart on my phone he suggested deleting app and then try it again. It worked!!! Now every time I want to sign in I delete app and re-download. Hard to like.

Information

Seller
Pershing, LLC
Size
84.2 MB
Category
Finance
Compatibility
Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2016 Pershing LLC
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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