NetXInvestor

Pershing

About this app

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 Android device. 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 Android device, you can access:

• 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

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.

Ratings and reviews

I only wanted to use the app for check deposits, which is not possible by logging on to the web site with a computer. That said, the check deposit feature is very frustrating to use as mentioned in past reviews. In short, I was only successful by not using the "window" to take the photo of the front of the check. Pretty much, the left side tends to be cut off. I make remote check deposits with apps for other financial institutions and they are easier to use and work. This app is flawed!

App is barely useful. It combines the worst features of all of the other financial apps I have ever used and adds a few new ones. Including the inability to do a screen shot of the status of my account. Which is stupid as all you need to do is take a picture with a second phone and then transfer the photo back to the first phone that has the app.

Terrible, extremely buggy, fails consistently, once you access the app, the functionality is not user friendly at all, appears to be zero support for this app. Access to view and evaluate my investments is near the top of my list, if this app is not improved, I will be transferring my portfolio to another institution.

What’s new

The build contains bug fixes.