Tag Archives: NetX360

Pershing’s NetX360® Mobile App – Now Free of Charge!

We are excited to announce that Pershing’s NetX360® Mobile App is now free of charge for all users.

In today’s marketplace, it is critical that you stay connected. NetX360® Mobile enables you to conduct critical business operations while you’re on the move—wherever you are.* This intuitive app helps you stay on top of the latest market developments and updates. It also provides access to essential activities that support your business and enables you to stay productive while on the go.

You have a virtual office at your fingertips. With a few simple clicks, you can track your practice through the NetX360 Mobile dashboard and gain actionable intelligence into what’s happening in the market and with your clients’ accounts. With NetX360 Mobile, you can:

  • Access your clients’ account profile, balances, holdings and activity while you’re out of the office
  • View the balances, holdings and activity for any households you have created
  • Review market value, money funds, equity and cash available for a selected household
  • Find your clients’ contact information, view their address or even engage with them
  • Stay ahead of market shifts by absorbing real-time information and access to your watch lists
  • Be notified of time-sensitive needs via alerts and identify items that need immediate attention
  • Trade equities, ETFs and mutual funds

How to Use NetX360 Mobile

  1. Download NetX360 Mobile to your device from the Apple® App Store on your iPad® or iPhone®; from the Microsoft® Windows Store on your Windows® 8 Pro tablet, or from Google Play™ on your Android™ Smartphones.
  2. Open the NetX360 Mobile app from your mobile device and enter your NetX360 user ID and password.

NetX360 Mobile helps extend your NetX360 desktop to your mobile device. In today’s marketplace, accessing important account information when you are away from the office is critical. To learn more about NetX360 Mobile, please visit the Mobile Center in NetX360 under the Tools menu or speak to Jennette Fraler at jfraler@tfsweb.com.

Anytime, anywhere—that is the power of mobility*. That is the power of NetX360 Mobile.

* Subject to system availability and an internet connection.

© 2015 Pershing LLC. Pershing LLC, Member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public.

Immediate Action Required: 5/3/2015 Deadline – Your Migration to the New NetX360®

We are nearing the end of the NetX360® migration. There are only 2 weeks remaining until the previous version of NetX360 is no longer accessible. Carefully review the information below to assure that you are prepared for the transition.

System Access

If you have not installed the new NetX360, do so immediately by visiting netx360.com/download. If you participated in pre-testing, you should first uninstall any prior versions of NetX360. Once installed, you can access the new version of NetX360 using your existing NetX360 user ID and password.

You will also need to begin using the new NetX360 as much as possible to perform your daily tasks. You only can access both applications simultaneously until May 3rd, 2015, after that, the previous version of NetX360 will no longer be accessible.

Training: Pershing is hosting several training sessions to help you become proficient with the new NetX360. Please attend one of these training sessions as soon as possible. For details of NetX360 training sessions, please log on to NetX360 and click on the Resources Tab, Learning Center, Client Training Services. We encourage you to watch the Self Learning Course located on the right hand side of the screen titled “New! Transitioning to the New NetX360″. Also, please access the “e-Learning Calendar” for training sessions that are held almost daily for the New NetX360.

Please submit any questions regarding the NetX360 migration process to Jennette Fraler at jfraler@tfsweb.com. Thank you again for your support during the migration process. For more information on NetX360, you may visit pershing.com/netx360.html or pershing.com/netx360.

2nd Notice – Action Required: Your Migration to the New NetX360®

As communicated last week, Pershing is retiring the existing Pershing professional platform and migrating to a new and improved version of NetX360®.

We hope you have installed the new NetX360 and have explored the application. If not, you can install it by visiting netx360.com/download.  Once installed, you can access the new version of NetX360 using your existing NetX360 user ID and password.

We encourage you to begin using the new version of NetX360 as much as possible to perform your daily tasks. You can access both applications simultaneously until the end of April, 2015. After May 3rd, 2015, the previous version of NetX360 will no longer be accessible.

Pershing is hosting several training sessions to help you become proficient with the new NetX360. Please attend one of these training sessions as soon as possible. For details of NetX360 training sessions, please log on to NetX360 and click on the Resources Tab, Learning Center, Client Training Services. We encourage you to watch the Self Learning Course located on the right hand side of the screen titled “New! Transitioning to the New NetX360″. Also, please access the “e-Learning Calendar” for training sessions that are held almost daily for the New NetX360.

Please submit any questions regarding the NetX360 migration process to Jennette Fraler at jfraler@tfsweb.com. Thank you again for your support during the migration process. For more information on NetX360, you may visit pershing.com/netx360.html or pershing.com/netx360  

Action Required: Your Migration to the New NetX360®

The New NetX360®—A Personalized Platform to Power Your Business Needs

Pershing is in the process of retiring the previous version of NetX360®.  After you download the new version of NetX360 (netx360.com/download), you will be migrated to a simpler, personalized and more intuitive advisor experience.

The new version of NetX360 offers easy navigation tabs, custom dashboards and global search. This gives you access to all of the information and tools you need to manage client relationships, evolve your practice, perform research, execute trades and more.

Using the new version of NetX360, you can:

  • Personalize and organize information based on the way you do business
  • Engage with your prospects and clients more fluidly
  • Manage your clients and enter transactions in real time
  • Locate research and data on clients, accounts, households, trades and tools
  • Build and run reports quickly and intuitively
  • Adapt more quickly to regulatory and market changes
  • Leverage actionable insights and trends to help grow your business

To enable you to become familiar with the new platform, Pershing has created training, communications and marketing resources to include:

Microsite (mini web-site)  This provides a video overview and quick tour of the platform’s features, benefits and themes. The microsite is available at: pershing.com/newnetx360.

Training Pershing is also hosting several training sessions to help you become proficient with the new NetX360. Please attend one of these training sessions as soon as possible. For details of NetX360 training sessions, please log on to NetX360 and click on the Resources Tab, Learning Center, Client Training Services. We encourage you to watch the Self Learning Course located on the right hand side of the screen titled “New! Transitioning to the New NetX360”. Also, please access the “e-Learning Calendar” for training sessions that are held almost daily for the New NetX360.

Installing the new NetX360 We encourage you to begin using the new version of NetX360 to perform the daily tasks that you would normally conduct with the previous version. You can access both applications simultaneously until April, 2015. After May 4th, 2015 the previous version of NetX360 will no longer be accessible. You may download the new version of NetX360 by visiting netx360.com/download.

Please submit any questions regarding the NetX360 migration process to Jennette Fraler at jfraler@tfsweb.com. Thank you again for your support during the migration process. For more information on NetX360, you may visit pershing.com/netx360.html or pershing.com/netx360