- NetX360 ® is a single point of access for professionals to manage their business and support their clients' needs by focusing on data and analytics to re-imagine the experience and support their needs. Regardless of your business model—commission, advisory, retail, self-directed, institutional or asset management—NetX360 is for you.
- NetX360 is Pershing’s online brokerage platform. Core service is fee-waived for all Cadaret, Grant Representatives, and additional features are available. View account balances and histories. Enter orders for stocks, options, mutual funds, and fixed-income products in a simple, point-and-click environment. Research the latest market data.
NetX360 New Account Set Up (NASU) and ACAT Instructions The process to set up a new account online is a fast and simple one. It is a 2 step process. The first step involves entering the data into NetX360. The second step involves uploading the signed paperwork to KSI via the KSI InTouch website. This document outlines step 1 of both the NASU. NetX360 offers one complete solution to efficiently manage your entire business, whether it's commission- or fee-based. NetX360® features an intuitive user interface and personalized navigation that simplifies how the brokerage and advisory world does business and engages with clients.
As previously communicated, Park Avenue Securities (PAS) would like to remind everyone that an upgraded version of the NetX360 desktop (.net). is now available featuring improved functionalities. Users will be prompted to upgrade to the latest version of NetX360 upon login.
Installation Instructions
Upon login, follow the prompts until you get to the Finish page. Click “Finish” to complete the software installation.
Separately, a network connectivity screen may appear. If you receive the network connectivity page, it will default to the correct setting, and you must click “OK” to complete set up. See the image below:
Dab radio manual ferguson frg 120d. Download garmin mapsource product creator (mpc) 4.06 5.04. If your homepage dashboard has changed, it can be reset by retyping “ALL” for the Office Range and “ALL” for the IP Code. See the image below:
Please note that this upgrade does not apply to the NetX360 web version (.com) and no action is required for users of the web version.
What's New?
Based on feedback from firms and advisors, the benefits to the upgraded version of NetX360 include, but are not limited to navigational, ease of use improvements and system enhancements.
Ease of Use Enhancements:
- New Menu Positioning
- Menu Reference Changes
- Classic Top Level Menu Available again
- Menu – Navigational Changes
- Global Search
- Hotkey Use
- Trading via Account Workbook
System Enhancements:
- Annuity Order in a Pending Account
- Annuity Trading Text Update
- Additional News Sources Available at no cost
- Printing Workbook Summary
Additional Information
Please click herefor the QRC on how to use the new features. Click here for a comprehensive guide on the enhanced NetX360 version.
Questions?
For any upgrade or installation issues, please contact the Pershing Tech Help Desk at 1-888-878-3142, option, 3 for NetX360, then option 1 for NetX360 Technical Support. Users can also contact Guardian's Help Desk at 800-499-8820, option 8 for NetX360.
NetX360’s Resources provides access to more than 3,000 educational, sales, training and marketing communications resources to help you reach your business goals.
Marketing Center is your destination for relevant and engaging advisor programs, turnkey marketing content and automated communication tools. Built-in functionality allows you to add branding and personalization, and distribute through multiple distribution channels.
Communications Center helps you stay up to date with noteworthy information on a variety of operational, regulatory and consultative topics. Tajima serial connection windows.
Learning Center and Client Training provides a variety of live and on-demand courses that address a multitude of business needs. Access our continuing education programs, which feature a full calendar year of national, regional and virtual events to keep up with industry trends.
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Financial Solutions features comprehensive suites of educational literature, marketing and sales content to learn more about Pershing’s products and services.