NetX360®
You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360® 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 client's 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 the 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 tablet, 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 for your mobile device.
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, in order to activate this application, your firm must pre-approve you as a user, and provide you login credentials.
Category : Finance
Reviews (28)
It's great, when it works, which is infrequently. The check deposit feature crashes the APP more often than not. Very frustrating. A waste of time.
I'm giving it 3 stars because it actually worked! Which 15 years with Pershing I did not expect. My client downloaded the client version, deposited a check, i got an alert! Miracle. Of course when i logged in to view it wouldn't log me in. Just spun and spun. But finally i got in. And of course i cannot find the alert in any logical place once i log in. Messages? No. Alerts? No. Okay where then?
The check capture experience is complete garbage. Won't recognize Fidelity skinny checks?! Can't handle Chase rollover checks. I've opened 4 tech tickets with you over 2 years for check capture using multiple phones and tablets. Get your check capture fixed or what's the point?
Review accounts is fine, but my primary use of this app is for mobile deposit and that part of this app needs serious attention. It doesn't work all the time, doesn't focus correctly and crashes frequently. Please fix asap!
The check deposit feature is very convenient when it actually works. Preframed check outline is only compatible with regular wallet checks. Does not work for any other size of checks - example is rollover checks that are odd in size or different dimensions than wallet checks/personal checks.
Worked like a champ until my phone updated to Android 11. Now it won't even load. If the dev team comes through, I'll definitely increase the star rating.
I only use this app to deposit checks. Half the time they get rejected on a brand new Samsung device. Please change the check deposit feature to allow corporate sized checks and please up the resolution threshold.
Usually have to uninstall/reinstall app several to deposit checks. It's time consuming and frustrating.
This app is garbage. Come on Pershing, I expect better.
I might be able to rate higher if I can login. 8 character limit on username and password!? Is this the 90's?
The deposit check function isn't working, the part where you take a picture isn't working properly
Check deposits don't always work. For Pershing, you'd think they would have a better system
it won't let me type in my whole username only the first 8 characters so i can't login and "forgot username" just says call your administrator
Only accepted a fraction of the characters that make up my username. Excellent.
Wish it had more options like the desktop site but it works in a pinch
Garbage. Pershing's tech center even worse!
rairly works when needed
Nearly impossible to process a mobile deposit
I know it's early, but can I please view the accounts. Damn Pershing. Can you at least do that?
Garbage developer. Who institutes a character limit for login? A dumb skript kiddie. That's who.
Keeps kicking me out when I try to xeposit checks
Incoming cash Alerts are never correct and do not align with reality. Not user friendly. Mobile deposit is great when it works. Usually takes multiple tries.
Won't open. We have checks to deposit!
Can never use it to deposit check when I need to!
Tons of glitches, can't login 75% of the time. I hope this gets fixed soon!
Will not accept a user name greater than 8 characters. Unbelievable. Immediate uninstall.
I had to come change my review AGAIN. I just upgraded to the Galaxy S8 & I cannot get the Mobile Deposit to work. As this is the primary reason I use the app, it becomes useless. Although I don't use the other features frequently, I do know that they work properly for me when I do.
Check depoit function crashes quite often or drops the pictures and have to capture them multiple times. Accounts do not synch unless they are in my recent history on my desktop app. Doing any useful business on the mobile app is frustrating and far more time consuming than it should be.