What is NetXInvestor?

NetXInvestor is an online investor platform enabling you to access account information, view trade status, get quotes, perform market research, read news and much more. You can also view your account, tax statements, and trade confirmations and more online. Browser Compatibility.

Where can I find my Pershing account?

Please contact your advisor for assistance. You can find the company name on your statement, tax forms or your account application. Pershing can verify the balance of your account. If you need an account balance verification, please call Customer Service at 201-413-3333.

How do I contact NetXInvestor?

NetXInvestor gives you the capability to discontinue paper delivery, check account balances, view account activity, and more! For questions about the log in process or if you get locked out, please call Cetera at 888-406-5444 or 888-442-2582, Option 5 – Online Services.

What is NetX360 used for?

NetX360 is a cloud-based platform designed to help financial and investment firms manage client onboarding, portfolios, accounts, engagement, and servicing. Features include financial planning, remote access, multi-currency trading, workflow creation, document management, and real-time alerts.

Is NetXInvestor safe?

As a secure, resilient and flexible technology solution, NetXInvestor keeps you and your clients connected online. It offers clients an elegant and intuitive digital investment solution combined with powerful, flexible self-service tools so that you can configure the platform to your own brand and client experience.

Does Pershing have an app?

BNY Mellon | Pershing Access on the App Store.

What is Pershing clearing number?

Instruct federal entry securities, for instance, Treasury notes, to BK OF NYC/PERSHING, ABA number 021000018.

What is NetXInvestor financial institution number?

The Financial Institution Number is the first 3 characters of your account number (which you can view when you login to your NetXinvestor account.

Does NetX360 work on Mac?

“Apple’s switched to Intel processors in 2005 and the growing use of virtualization products like Parallels and VMware Fusion means that advisors can run both native OS X applications like Safari and Mail and PC software like Advent and NetX360 at the same time, on the same desktop, and share the data between each …

What is ETF trading?

ETFs or “exchange-traded funds” are exactly as the name implies: funds that trade on exchanges, generally tracking a specific index. When you invest in an ETF, you get a bundle of assets you can buy and sell during market hours—potentially lowering your risk and exposure, while helping to diversify your portfolio.

What is the financial institution number for NetXinvestor?

How do I access NetXInvestor?

To access the site in the future, go to the Web address netxinvestor.com. 1. Go to: netxinvestor.com. The NetXInvestor Login page displays.