DOWNLOAD INSTRUCTIONS

  1. On your mobile device, go to the Apple App Store or Google Play Store and search for NetXInvestor.
  2. Complete the download process as usual for your device.
  3. When you open the app, you will be prompted to log in.
  4. 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.
Download on the App Stor
Get it on google play

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MAKE MOBILE DEPOSITS

The following screen shots will take you through the process, step by step.

If you haven’t yet installed the app, scroll up to the section above for download instructions.

Before using the app to deposit as described below, write a check:

  • Payable to PERSHING LLC
  • Including your account number in the memo line
  • NOTE: if the check is for a PRIOR tax year, please be sure to indicate that in the memo line as well

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

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

For IRA checks, please choose current year or previous year contribution depending on the year to which the deposit is to be allocated. 

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 their deadline for same-day processing of the check. 

Please note their deadline for same-day processing of the check. 

Please keep the check secure for 7 days.

Please keep the check secure for 7 days.