IMPORTANT INFORMATION FOR USERS - To use NetXInvestor™ mobile, you must be a client with an account at a financial institution that provides its clients access to their account information via the NetXInvestor website. The financial institution also has to specifically activate the NetXInvestor™ mobile application for its account holders. If you are unable to download the application or have any questions, please contact your broker or investment professional at your financial institution.
Stay Connected –
NetXInvestor™ mobile provides you with an essential solution for managing your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. NetXInvestor™ mobile lets you manage your financial portfolio in an efficient and user-friendly environment that leverages the look and feel of the website but that fits perfectly for the form factor of the tablet and phone.
Through NetXInvestor™ mobile you have fully featured access to account information, such as balances, holdings, activity and order status. Your financial institution may also (optionally) enable you to use NetXInvestor mobile to view real-time quotes and place trades for equities and mutual funds while on the go. Anytime, anywhere—that is the power of mobility. That is the power of NetXInvestor mobile.
With just a few clicks from your iPhone or iPad, you can access:
• Account balances and holdings
• Transaction history
• Order status
• Market information and quotes
• Your securities watch list
• Equity, Mutual fund order entry, Options trading (if enabled by your financial institution)
NetXInvestor™ mobile for Apple Watch™
Provides quick and easy glances at your important financial activities. You can take advantage of the faster interactions on the Watch to stay up-to-date on your investment accounts.
• Account access, trade execution and system response may be affected by a variety of factors, including trading volumes, market conditions, phone and computer networks.
• Fees, markups or commissions may be charged on trades. Please contact your financial institution for details.
• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial institution for details.
Various security and bug fixes.
Ratings and Reviews
This app seems like a not so glorified version of the website. You can’t even see a full list of your positions in your account- you can only see categories (equity, mutual fund, cash). Seems par for the course with Pershing. Late dividend payment processing (seriously who doesn’t process on the payable date?), double execution of orders, order numbers that change from the time you enter the order to the time you view the order status, can’t get Apple Watch app to show accounts peoperly (or at all).
If you are considering an advisor that clears through Pershing, do yourself a favor and RUN. Absolutely horrible client experience.
If you are an advisor considering where to clear your business through please look ANYWHERE else. Your clients will appreciate it.
The 2000’s called, they want their App back
I’m an Advisor and decided to Try out the mobile check deposit. I kept getting errors saying the image wasn’t clear. I never have problems using mobile deposit at my bank.
I finally called my help desk and they pointed me to a document on how to use it. Seriously, I need a separate instruction sheet to use this? Turns out I didn’t write ‘Mobile Deposit’ on the front.
My bank’s app walks me through the deposit process step by step. Why doesn’t Pershing do the same? I shouldn’t have to read a separate instruction sheet.
If I can’t figure this out, how will my clients? I’m better off not telling them about this app so I don’t have to do the technical support.
You cannot paste password from a password manager for access. This is brain dead design. Makes it impossible to use. Write down password ? Bad idea. Make it simple to remember? Bad idea this app? Bad ideas in fundamental access design. Every other financial institution can figure this out and provide thumb print access even. Does not give confidence in their systems capability
With Family Sharing set up, up to six family members can use this app.