NetXinvestor is a multifunctional online investment platform provided by BNY Pershing, designed to help investors monitor their accounts, place trades, access documents, and obtain real-time market information anytime. Below are the platform’s core features and usage guidelines:
Key Features and Highlights
- Account Information Access: Quickly view total assets, portfolio allocation, trading history, investment goals, holdings, unrealized and realized gains/losses, and more.
- Onlince Trading Services: Trade stocks, ETFs, mutual funds, and options. Supports limit orders as well as pre-market and after-hours trading.
- Order Tracking and Management: Monitor order status in real time (Open, Pending, Part Executed), with the ability to edit or cancel unexecuted orders.
- Document and Report Downloads: Access and download monthly statements, tax documents, and trade confirmations, with the option to enroll in electronic delivery (e-Delivery)
🔐 Secure Login and Verification Mechanism
- Uses a One-Time Passcode (OTP) verification system to prevent unauthorized access.
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OTP verification is required for first-time logins, when recovering a forgotten User ID/Password, or when logging in from a new device, enhancing the security of user information.
For more information, please see attachments:
NetXInvestor_Get_Started_User_Guide
NetXInvestor_Trade_and_Transfer_Funds_User_Guide