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NetX 360 Setup And Use

Contents

From any View Client With Investment Accounts, right click on a Pershing held account and choose a NetX 360 Menu Item.

Overview

By simply entering your NetX 360 Customer ID in the User Preferences | Other Passwords section, you can single sign on to the Pershing NetX 360 web site.

Main Site Login

You can log into your NetX 360 Home Page by either clicking on the 360 icon on the sidebar menu or right clicking on any Pershing Account on the View Client With Investment Accounts page.

Account Page Login

Right clicking on a Pershing held account on the View Client With Investment Accounts page will take you to the account on the Pershing web site.