NetXInvestor™ Mobile

Name: NetXInvestor™ Mobile
Rating: 2 (245 reviews)
Author: Pershing, LLC

財經

免費 · 專為 iPad 設計

245則評分
年齡

4+
歲
類別

財經
開發者

Pershing, LLC
語言

EN
英文
大小

4.1
MB

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.

評分與評論

2.0

(滿分 5 顆星)

245則評分

Needs A LOT of improvement!
2019/07/03

Teem y tm
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.
Needs A LOT of improvement!
2019/07/03

Teem y tm

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.
Touch ID doesn’t work. Again.
2022/01/23

Still Another Bob
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.
Touch ID doesn’t work. Again.
2022/01/23

Still Another Bob

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.
Modern Theme requires scrolling
2024/05/21

Kmonahan425
Bring back the ‘old’ theme. The new ‘Modern’ theme is not as easy to use as the old one. (The screenshots are from the old theme). You now need to scroll or use landscape view to see what was visible in portrait view in the old theme. Holdings screen doesn’t show quantity owned in summary view so you need to open each line and scroll down. Holdings also has a bug where sometimes the Total gives option to broken down by ‘Investment, Equities, and Cash’ and other times it is ‘US Equity or International’ with ETF’s and equities listed together.I use the app to Buy new securities and Transfer Funds from my bank into my account. This is more convenient than using a laptop but it is hard to use the app to view my overall status, Holdings, Order Status, and Gain/Loss info now.
Modern Theme requires scrolling
2024/05/21

Kmonahan425

Bring back the ‘old’ theme. The new ‘Modern’ theme is not as easy to use as the old one. (The screenshots are from the old theme). You now need to scroll or use landscape view to see what was visible in portrait view in the old theme. Holdings screen doesn’t show quantity owned in summary view so you need to open each line and scroll down. Holdings also has a bug where sometimes the Total gives option to broken down by ‘Investment, Equities, and Cash’ and other times it is ‘US Equity or International’ with ETF’s and equities listed together.I use the app to Buy new securities and Transfer Funds from my bank into my account. This is more convenient than using a laptop but it is hard to use the app to view my overall status, Holdings, Order Status, and Gain/Loss info now.
Current version does not load consistently on iPad Pro and current iOS release
2020/06/11

person-j
I have used this app for years. Not great but it works for portfolio monitoring, reporting and trading. Until the current release that loads inconsistently. Sometimes in seconds, usually in minutes and sometimes not at all. I have a 3 year old iPad Pro. I finally figured out it was a weak Wi-Fi connection. It seems to affect this App more than others. For example, Schwab worked fine when this App did not.
Current version does not load consistently on iPad Pro and current iOS release
2020/06/11

person-j

I have used this app for years. Not great but it works for portfolio monitoring, reporting and trading. Until the current release that loads inconsistently. Sometimes in seconds, usually in minutes and sometimes not at all. I have a 3 year old iPad Pro. I finally figured out it was a weak Wi-Fi connection. It seems to affect this App more than others. For example, Schwab worked fine when this App did not.