NetXInvestor™ Mobile app for iPhone and iPad
Developer: Pershing, LLC
First release : 31 Jan 2014
App size: 19.6 Mb
IMPORTANT INFORMATION FOR USERS - To use NetXInvestor™ mobile, you must be a client with an account at a financial institution that provides its clients access to their account information via the NetXInvestor website. The financial institution also has to specifically activate the NetXInvestor™ mobile application for its account holders. If you are unable to download the application or have any questions, please contact your broker or investment professional at your financial institution.
Stay Connected –
NetXInvestor™ mobile provides you with an essential solution for managing your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. NetXInvestor™ mobile lets you manage your financial portfolio in an efficient and user-friendly environment that leverages the look and feel of the website but that fits perfectly for the form factor of the tablet and phone.
Through NetXInvestor™ mobile you have fully featured access to account information, such as balances, holdings, activity and order status. Your financial institution may also (optionally) enable you to use NetXInvestor mobile to view real-time quotes and place trades for equities and mutual funds while on the go. Anytime, anywhere—that is the power of mobility. That is the power of NetXInvestor mobile.
With just a few clicks from your iPhone or iPad, you can access:
• Mobile Check Deposit Feature
• Biometric Log In
• Push Notifications
• Account balances and holdings
• Transaction history
• Order status
• Market information and quotes
• Your securities watch list
• Equity, Mutual fund order entry, Options trading (if enabled by your financial institution)
• Documents
NetXInvestor™ mobile for Apple Watch™
Provides quick and easy glances at your important financial activities. You can take advantage of the faster interactions on the Watch to stay up-to-date on your investment accounts.
Please note:
• Account access, trade execution and system response may be affected by a variety of factors, including trading volumes, market conditions, phone and computer networks.
• Fees, markups or commissions may be charged on trades. Please contact your financial institution for details.
• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial institution for details.
Latest reviews of NetXInvestor™ Mobile app for iPhone and iPad
Please add a nice dashboard where you Can see your investments and rise/fall in value for the day just like you have on the website. The app doesnt offer much info or functionality.
This app is the worst Ive ever used- it freezes constantly, itll not let u do things quickly like other apps such as "TD Ameritrade" or Charles Schwab. I called Hewitt financial customer service, it wasnt much help, all they did was say we know about this problem & theyre working on it, that was several days ago, still no fix
If you have the patience to go through the whole account setup, good luck. I gave up after 20 minutes of password, security questions, security phrases, text numbers, and on and on.
This app is useable, but could benefit from better integration of data and more options/functions. Also seems to be having display issues on iOS 8 using a 5s.
The app has a problem where you are frozen out of controls especially on the iPhone 6 hopefully you will fix it. As of now I can not use it.