NetX360 allows you to efficiently review and enter orders, get real-time quotes, customize client households and groups, view client account details and access the latest news and research, as well as professional marketing and sales literature.
There are several ways to access NetX360:
- Download and install Pershing’s new Broker Workstation, NetX360.
- For online access to NetX360, you can log into the web-based version.
- For mobile access on the iPhone or iPad, download the NetX360 app from Apple’s App Store.
- For mobile access on Android phones or tablets, download the NetX360 app from Google Play.
For more information about NetX360 click here
To read a detailed product description click here
Log-In to the Home Office Communication System, Advisor Exchange.
Access commission reports, home office messages, holding reports, research, interactive forms, news and events.