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NetXInvestor™ Mobile

If your account is held with Pershing LLC, then the NetXInvestor™️ app provides access to your account, tax statements, and trade confirmations. See account information for balances, holdings, activity, and order status.

Get the app
Make Mobile Deposits

Download instructions

Download the app
  1. Complete the standard app download and install process for your device.
  2. Open the app. You will be prompted to log in.
  3. Enter the user ID mailed to you by Shareholder’s Service Group (SSG). The Financial Organization identifier required on the login screen is 47Y.
  4. If you have trouble logging in with your password, please call us at the office M-F, 9-5, (650) 368-5785, and we will help get SSG to reset it.

Check instructions

When funding an account by check, it’s important to follow the instructions outlined below. Doing so helps ensure timely processing and avoids unnecessary delays. If the instructions aren’t followed, the check may be returned to the sender or to the address of record. You should always keep a copy of submitted checks for 7 business days until funds are deposited.

Please make sure each check meets the following criteria:

  • Payable to: Ensure the check is made payable to Pershing LLC FBO Account Holders Name.
  • Account Holders Name: The name on the check must match the name on your Pershing account.
  • Account Number: Always include the full 9-digit Pershing account number on the memo line. Checks without an account number will be returned.
  • Contribution Year: If the check is for a qualified retirement account, include the applicable contribution year in the memo line.
  • Memo Line Format Examples: 

    Non-retirement: 12345678 – Jordan Lee

    Retirement: 12345678 – Jordan Lee – 2024 Contribution

Certified Mail Recommended: To ensure secure delivery and tracking, we recommend sending checks via certified mail.

Mail check deposits to:

Pershing, LLC
1 Pershing Plaza
Jersey City, NJ 07399

How to make mobile deposits

Screenshot of the NetXInvestor login page showing fields for Financial ID and User ID, a “Continue” button, and a section for entering a stock symbol or name for a quick quote.

Enter 47Y in the Financial Organization field.

Enter your user ID. Click Continue.

Screenshot of a financial account overview showing a total value of $48,193.41, day change of -$42.50, and asset breakdown into mutual fund, equity, and cash accounts.

Select Menu at the top of the screen.

Screenshot of a financial app’s side menu with “Mobile Deposit” circled in red and other options like Research, Tools, and Settings listed below. Portfolio and securities info shown on the right.

Select Mobile Deposit from the menu.

Mobile app screen for check deposit showing options for single or split deposit, buttons for front and back check photos, and fields for account, amount, and reason.

After choosing the type of account receiving the deposit, take a picture of the front and back of the check using the app.

Note: Single Deposit should be selected at the top of the screen.

Mobile app screen for depositing a check, showing images of the check’s front and back, depositing $100 to a joint account, with a note about processing after 3:00 PM.

Next, complete the rest of the information for the deposit: which account, the amount, and the reason for the deposit. Then click Submit.

Note: For IRA checks, please choose current year or previous year contribution, depending on the year to which the deposit is to be allocated.
Please note the deadline for same-day processing.

Mobile banking confirmation screen showing a $100 check deposit to a joint account, with instructions to keep the check for at least 7 business days before destroying it.

You’ll see a Check Submitted confirmation page once the deposit is complete.

Note: Please follow the instructions at the top of the confirmation page and keep the check secure for 7 days before destroying it.