NetXInvestor™ Mobile 4+

Pershing, LLC

Designed for iPad

    • 2.0 • 210 Ratings
    • Free


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:

• Mobile Check Deposit Feature

• Biometric Log In

• Push Notifications

• 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)

• Documents

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.

Please note:

• 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.

What’s New

Version 4.0.32

The build contains bug fixes

Ratings and Reviews

2.0 out of 5
210 Ratings

210 Ratings

Teem y tm ,

Needs A LOT of improvement!

I wouldn't be using the app at all, if not for the mobile deposit feature. Wish I could just electronically transfer funds instead of writing myself a check, then mobile deposit it. Who writes checks anymore?It's cumbersome and inconvenient for those that periodically want to add/move funds around. And when you DO use the mobile deposit, you cannot see the deposit right away. No email to confirm the transaction, no where in the account does it show a pending deposit, no confirmation at all. Leaves you feeling like you just sent money into a CYBERSPACE BLACK HOLE and hope it gets there. Not user friendly. Not streamlined. Please have electronic transfer/direct deposit and add confirmations for mobile deposits!!! When someone wants to give you money, make it as easy as possible.

As for the rest of the app, admittedly, I have no idea if it works as it should. I'm turned off by the lack of basic features that I don't even bother.

Still Another Bob ,

Touch ID doesn’t work. Again.

As an app, NETXInvestor works OK. Nothing stellar, but it does the basics that I need it do which is: (1) Tell me how much money I have, (2) Allow me to mobile deposit a check, and (3) Tell me that the check actually got deposited. It would be nice if it would allow at least one-time ACH deposits, but maybe that’s too much of a security concern or maybe there’s a law that says they can’t do that. My biggest gripe is that I can’t seem to get Touch ID working. Before today (Jan 23, 2022), I could only set up Touch ID on a clean install of the app. If I changed my password via my Internet login, then I had to delete the NETXInvestor mobile app on my iPad and reinstall it in order for Touch ID to work again. It looks like there was an update to the mobile app either today or yesterday because the login dialog is different than it was two days ago and there is no longer any provision to use Touch ID to log on even though Touch ID can be set to “On” on the Settings page. Deleting the mobile app and reinstalling it doesn’t even help any more even though it does go through the motions of setting up Touch ID. (I’ve tried toggling the Touch ID switch on the Settings page and reinstalling the app twice with no luck.) If it weren’t for mobile deposit, I probably wouldn’t bother with this app.

PS1100 ,

Horrible app!!!

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.

App Privacy

The developer, Pershing, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

More By This Developer

You Might Also Like

BNY Mellon | Pershing Access
Living Balance Sheet®
GUARDIAN® Accounts & Policies
LPL Account View