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)
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.
• 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.
This release offers stability, security, performance, and efficiency improvements.
Ratings and Reviews
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.
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.
Ignore PS1100’s review...
His ineptitude is not a sign that the app is no good, it just means he’s inept. You CAN see individual holdings, you just have to tap on “mutual fund” or “stock” heading to get details. Also, dividends are always shown on the business day following the payable date. The stock company pays the dividend to Pershing on day X and Pershing credits it to your money market that same evening. It’s available the next morning. It’s no different than most banks. You can’t deposit money and withdraw it on the same day. That is industry standard. Also, stock and ETF orders are entered and processed immediately. Orders execute typically seconds after being submitted. Mutual funds, however, always trade at the end of the day. Again, this is industry regulation and has nothing to do with Pershing.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Pershing, LLC
- 21.1 MB
- Requires iOS 11.0 or later.
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Age Rating
- © Pershing LLC
With Family Sharing set up, up to six family members can use this app.