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About the application:

In today’s marketplace, it is critical that you stay connected. NetX360® enables you to conduct critical business operations while you're on the move—wherever you are. It will also assist you stay on top of the recent shop developments and updates, and provide access to essential activities that help your business. You have a virtual office at your fingertips. With a few easy clicks, you can take a look into your practice through the NetX360® dashboard, and gain insight into what's event in the shop and with your clients' accounts. You can: • Remain productive out of the office by accessing your client's acc profile, balances, holdings and activity • View the balances, holdings, activity, shop value, cash funds, equity and money accessible for any accounts and households • Search your clients' contact info, view their address and reach out to them • Stay on top of the shop shifts by absorbing real-time info and access to your "watch lists" • Be notified of time-sensitive needs via alerts and notifications • Trade equities, ETFs and mutual funds • Surface opportunities by viewing unrealized gains and losses and accessible funds for investing • Review top balances by shop value, net worth and funds due across your ebook of business • Access your commission summary From your smartphone, you can also access: • Access acc statements, quarterly performance reports and another documents Anytime, anywhere—that is the power of mobility. That is the power of NetX360 for your mobile device. FOR AUTHORIZED USERS ONLY This application can only be activated for use by authorized players from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, in order to activate this application, your firm must pre-approve you as a player, and provide you login credentials.