Pershing Advisor Solutions - NetXInvestor
"Get on-the-go access to your accounts held in custody at BNY Mellon | Pershing. You may see our name on statements and trade confirmations. We work behind the scenes on behalf of your advisor so they can focus on providing you with advice. Advisor Solutions, which is the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY Mellon, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY Mellon, N.A. provides bank custody. And we are all committed to the safekeeping, servicing and reporting of assets for investors like you.
Our mobile solutions let you securely:
• View account statements, trade confirmations and tax statements
• Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more
• View a comprehensive account summary at a glance—right from the home screen
• Pay bills via single sign-on to Bill Suite™
• Securely reset passwords
• Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds
• Deposit checks into eligible investment accounts at Pershing with our mobile check deposit service
Pershing LLC (member FINRA, NYSE, SIPC) Pershing Advisor Solutions LLC (member FINRA, SIPC) and BNY Mellon, N.A. (member FDIC) are subsidiaries on The Bank of New York Mellon Corporation.
"
Our mobile solutions let you securely:
• View account statements, trade confirmations and tax statements
• Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more
• View a comprehensive account summary at a glance—right from the home screen
• Pay bills via single sign-on to Bill Suite™
• Securely reset passwords
• Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds
• Deposit checks into eligible investment accounts at Pershing with our mobile check deposit service
Pershing LLC (member FINRA, NYSE, SIPC) Pershing Advisor Solutions LLC (member FINRA, SIPC) and BNY Mellon, N.A. (member FDIC) are subsidiaries on The Bank of New York Mellon Corporation.
"
Category : Finance
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Reviews (4)
Joh. M.
Sep 3, 2020
For some reason this app keeps crashing when I try to switch menu items while looked in. Very frustrating.
Rob. F.
Jun 12, 2021
Slow to load and antiquated layout. Not as mobile friendly as other investment firms.
Gab. L.
Jul 7, 2021
Lets hope somewhere in the world theirs actually a thing called integrity...
Would love to give it 5 stars. I got a new phone and installed it. The finger print login is not available, it was on my old phone (both Samsung). Also decided to try the face recognition which it says it has, in place of finger print, and it never works and always disables itself when I try to use it. Please bring back the finger print option.