NetX360® Mobile 4+
Pershing, LLC
Được thiết kế cho iPad
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- Miễn phí
Ảnh Chụp Màn Hình
Miêu tả
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.
Có gì Mới
Phiên bản 4.0.78
The build contains bug fixes
Xếp hạng và Nhận xét
Update makes it unusable
Ive tried 8 times to uninstall
And reinstall and It keeps crashing. I missed todays Market hours to put an important trade through….wonderful app really bravo. Pershing is a huge company and bank of New York Mellon…you would think they would come out with a better app and trading platform as whole. Fidelity, TD and Schwab have better platforms hands down. Please Pershing hire a team of developers that know what they are doing…..you are going to lose clients if you can step it up and keep pace with todays tech. Also you need to improve the Client facing app as well.
Can’t even log in
Just installed the app in order to start using it. I am already an authorized user with access to the desktop version. But your log in screen indicates my password expired, yet only allows for passwords that are 8-digits. My original password has been 9-digits or more for years, so it will not even accept the current one. After updating a “new” password to a 8-digit one, it does not allow you to move forward. Recent update states you made improvements to your password requirements screen. Well, it’s not working.
Mobile Deposit Great , issues opening app
I love the mobile deposit feature! It works great!
I have had issues opening the app for several months now. If I try to open it by clicking the icon, or searching it on my phone I get the error that “the application used to launch NetX360 is invalid” and it closes out. I can still access the app by launching it from the App Store. Very quirky. I hope you fix that issue soon.
Quyền Riêng Tư Của Ứng Dụng
Nhà phát triển, Pershing, LLC, đã cho biết rằng phương thức đảm bảo quyền riêng tư của ứng dụng có thể bao gồm việc xử lý dữ liệu như được mô tả ở bên dưới. Để biết thêm thông tin, hãy xem chính sách quyền riêng tư của nhà phát triển.
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Thông Tin
- Người bán
- Pershing, LLC
- Kích cỡ
- 43,9 MB
- Danh mục
- Tài Chính
- Tương thích
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- iPhone
- Yêu cầu iOS 15.0 trở lên.
- iPad
- Yêu cầu iPadOS 15.0 trở lên.
- iPod touch
- Yêu cầu iOS 15.0 trở lên.
- Máy Mac
- Yêu cầu macOS 12.0 trở lên và máy Mac có chip Apple M1 trở lên.
- Apple Vision
- Yêu cầu visionOS 1.0 trở lên.
- Ngôn Ngữ
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Tiếng Anh
- Tuổi
- 4+
- Bản quyền
- © 2016 Pershing LLC
- Giá
- Miễn phí