This unique platform provides you with a virtual office at your fingertips. With a few simple clicks, you can
•Access your clients’ account profile, balances, holdings and activity
•Check the balances, holdings and activity for any households you have created
•Review market value, money funds, equity and cash available for that selected household
•Find your client’s contact information, reach out to them and view their address on a map
•Stay ahead of the markets with stock quotes and access to your “watch lists”
•Trade equities and mutual funds
Anytime, anywhere—that is the power of mobility. That is the power of NetX360 for your mobile device.
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, in order to activate this application, your firm must pre-approve you as a user, and provide you login credentials.
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