NetXInvestor 360 and Going Paperless

NetXInvestor is Pershing's site that provides account access to content like holdings, balances, transactions and delayed quotes.

Pershing allows our clients access to a paperless (electronic) alternative to statements, confirmations, prospectuses, etc. at no charge. This service allows clients to verify their identities, create a User ID and Password, and turn off paper for their accounts.

***Using this service allows clients to avoid the $1.00 per statement and per individual confirmation paper surcharge.***