NetXInvestor™ Mobile

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.


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.
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 keep the check secure for 7 days.
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What can we help you find?

A multicolored pie chart with several segments of varying sizes, including prominent red, yellow, and pink sections. The chart is displayed on a light gray background. No labels or data values are visible.

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending
Logo of NetXInvestor featuring the text "NETX" in gray and "INVESTOR" in orange, with a stylized arch above the text.


  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications