Redesigned NetX360® Global Trade Management System
We are introducing a redesigned version of the NetX360 Global Trade Management System (GTMS) using the latest technology with a focus on enhancing the user's experience. Learn more about these enhancements, which are scheduled to be available on October 25.
Columbus Day Operations Schedule
The Columbus Day holiday observance on October 10 is a bank holiday. Unless otherwise specified in this communication, operations at Pershing and within the financial industry will function normally.
2022 Tax Software Information
H&R Block Tax Software and TurboTax tax preparation software offer electronic download of tax information. This service is available via NetXInvestor, and your firm may offer this feature to your clients. Learn more about setup and pricing here.
Pershing’s Statement of Financial Condition
We will include our most recent financial data in your clients' September brokerage account statements.
Client Training Services enhances the user experience in NetX360 by offering blended learning through a combination of video content and insightful instructor-led courses.
Upcoming Changes to Account Statements
Beginning in October, brokerage account statements will start pulling the advisor's name, address, business phone and fax from Relationship Profile Manager, and this information will be displayed in the "Client Service Information" section.
We are pleased to announce upcoming enhancements to improve and streamline the LoanAdvance experience.
Reminder: Fourth Quarter Disaster Recovery Exercises
Please refer to this communication for details regarding two upcoming disaster recovery exercises.
NetX360 November Release Notes
Block Trading and Rebalancing Enhancements
Several enhancements to Block Trading and Rebalancing (BTR) in NetX360 are scheduled to be available on October 10.
October Sessions for New NetX360® User Training
Our training series, Jump Start to NetX360, helps you onboard new employees by teaching them NetX360 basics and will run daily from October 3 to October 6.