- On your mobile device, go to the Apple App Store or Google Play Store and search for NetXInvestor.
- Complete the download process as usual for your device.
- When you open the app, you will be prompted to log in.
- Enter the user ID mailed to you by Shareholder’s Service Group. The Financial Organization identifier required on the login screen is 47Y. If you have trouble 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.