Pershing Apps

NetX360® Mobile 1.0.10.14
Pershing
In today’s marketplace, it is critical that you stayconnected.NetX360® for the Android™ enables you to conduct criticalbusinessoperations while you're on the move—wherever you are. Itwill alsohelp you stay on top of the latest market developments andupdates,and provide access to essential activities that supportyourbusiness.This unique platform provides you with a virtual office atyourfingertips. With a few simple clicks, you can•Access your clients’ account profile, balances, holdingsincludingrealized and unrealized gains and losses andactivity •Check the balances, holdings and activity for any householdsyouhave created •Review market value, money funds, equity and cash availableforthat selected household•Find your client’s contact information and add it to youraddressbook•Stay ahead of the markets with stock quotes and access toyour“watch lists” •Trade equities and mutual funds for both commission andfee-basedaccountsAnytime, anywhere—that is the power of mobility. That isthepower of NetX360 for your mobile device.FOR AUTHORIZED USERS ONLYThis application can only be activated for use by authorizedusersfrom introducing broker-dealers or investment advisory firmswhichhave a current, written agreement with (as applicable)PershingLLC, or Pershing Advisor Solutions LLC, an affiliate ofPershingLLC, that permits such activation. In addition, in ordertoactivate this application, your firm must pre-approve you asauser, and provide you login credentials.
INSITE™ 2011 2.0
Pershing
INSITE™ 2011, Pershing's Financial SolutionsConference, has set the standard as one of the industry's premier,must-attend events for growth-minded investment professionals andregistered investment advisors. Over 1,000 attendees will gather onJune 8-10, 2011 at The Westin Diplomat in Hollywood, Florida forwhat promises to be another outstanding program.The INSITE 2011 application is exclusive to INSITE 2011registrants and provides conference attendees with instant accessto the agenda, presenter biographies, sponsors and exhibitorlistings, details about The Westin Diplomat and the surroundingarea as well as the ability to read the most recent Blog post fromwww.INSITE2011.com all via a mobile device. Conference registrantsshould enter the e-mail address that was used to register forINSITE 2011 when prompted for a login.
NetX360®
Pershing
In today’s marketplace, it is critical that you stay connected.NetX360® enables you to conduct critical business operations whileyou're on the move—wherever you are. It will also help you stay ontop of the latest market developments and updates, and provideaccess to essential activities that support your business. You havea virtual office at your fingertips. With a few simple clicks, youcan take a look into your practice through the NetX360® dashboard,and gain insight into what's happening in the market and with yourclients' accounts. You can: • Remain productive out of the officeby accessing your client's account profile, balances, holdings andactivity • View the balances, holdings, activity, market value,money funds, equity and cash available for any accounts andhouseholds • Find your clients' contact information, view theiraddress and reach out to them • Stay on top of the market shifts byabsorbing real-time information and access to your "watch lists" •Be notified of time-sensitive needs via alerts and notifications •Trade equities, ETFs and mutual funds • Surface opportunities byviewing unrealized gains and losses and available funds forinvesting • Review top balances by market value, net worth andfunds due across your book of business • Access your commissionsummary From your tablet, you can also access: • Access accountstatements, quarterly performance reports and other documentsAnytime, anywhere—that is the power of mobility. That is the powerof NetX360 for your mobile device. FOR AUTHORIZED USERS ONLY Thisapplication can only be activated for use by authorized users fromintroducing broker-dealers or investment advisory firms which havea current, written agreement with (as applicable) Pershing LLC, orPershing Advisor Solutions LLC, an affiliate of Pershing LLC, thatpermits such activation. In addition, in order to activate thisapplication, your firm must pre-approve you as a user, and provideyou login credentials.
NetXInvestor 1.0.11.1
Pershing
IMPORTANT INFORMATION FOR USERS - To useNetXInvestor™ mobile, you must be a client with an account at afinancial institution that provides its clients access to theiraccount information via the NetXInvestor website. The financialinstitution also has to specifically activate the NetXInvestor™mobile application for its account holders. If you are unable todownload the application or have any questions, please contact yourbroker or investment professional at your financialinstitution.Stay Connected –NetXInvestor™ mobile provides you with an essential solution formanaging your investments. Now you can stay connected while you’reon the go—wherever you use your Android device. NetXInvestor™mobile lets you manage your financial portfolio in an efficient anduser-friendly environment that leverages the look and feel of thewebsite but that fits perfectly for the form factor of the tabletand phone.Through NetXInvestor™ mobile you have fully featured access toaccount information, such as balances, holdings, activity and orderstatus. Your financial institution may also (optionally) enable youto use NetXInvestor mobile to view real-time quotes and placetrades for equities and mutual funds while on the go. Anytime,anywhere—that is the power of mobility. That is the power ofNetXInvestor mobile.With just a few clicks from your Android device, you canaccess:• 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 byyour financial institution)• DocumentsPlease note:• Account access, trade execution and system response may beaffected by a variety of factors, including trading volumes, marketconditions, phone and computer networks.• Fees, markups or commissions may be charged on trades. Pleasecontact your financial institution for details.• Investment products are not bank deposits, are not FDIC insuredor insured by any federal government agency and may decrease invalue. Please contact your financial institution for details.
Primerica Advisors 4.0.28.0
Pershing
Easy, secure access to your Primerica Advisors accounts.