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Fractional Share Trading & Dollar-Based Availability

We are pleased to announce that our fractional share and dollar-based investing offering will be available to all NetX360 and NetXInvestor users effective on June 29, 2023

June 1, 2023

Form Update: Trustee Certification of Investment Powers

To align with the enhancements to Client Onboarding (COB) and Account Services as previously communicated, we have made updates to the Trustee Certification of Investment Powers form for May 2023.

May 25, 2023

June Release Enhancements 

To improve your experience and increase efficiency, we are pleased to announce several enhancements to NetX360+, effective June 23, 2023.

May 25, 2023

Coming Soon: NetX360® - New Look and Feel

Beginning Q3 2023, users will experience a new look and feel in many of the screens of NetX360+ and NetX360 for Windows such as Standing Instructions, Periodic Instructions, Asset Movement, Service Center, and Account Profile among others.

May 25, 2023

2023 Holiday Schedule & Processing Details

We follow the New York Stock Exchange (NYSE) and US Federal holiday schedules. Please review the details regarding processing guidelines and cut-off times for all NYSE holidays in 2023.

February 7, 2023

Reminder: IRA Resource Checking Upgrade to New Platform

As a reminder, beginning on April 24, new IRA Resource Checking accounts added to the ACHK system will be opened on a new banking platform. As a reminder, there will be no change to the current IRA Resource Checking procedures, applications, agreements, or marketing materials. Review the details.

May 23, 2023

Mutual Fund Surcharge and Fund Family Update

Several securities were added to the mutual fund surcharge list during April. Other recent updates are also included.

May 23, 2023

W-9 Capability to Satisfy IRS First “B” Notice

As previously communicated, Pershing introduced the ability for our clients to satisfy their investors First B-Notices via NetX360. The enhancement allows U.S. firms to process the Form W-9 in the Netx360 Account Profile Tax Detail section. Please review for more details.

May 18, 2023

Update: New Experience for NetX360 Automated Clearing House

As an update to our January 12 communication, effective May 22, 2023, the new experience changes for Automated Clearing House (ACH) Standing and Periodic Instructions will be available via the Add Related Requests screen within Client Onboarding in NetX360. Please review for more details.

May 18, 2023

Reminder: Changes to Pershing Account Fee Processes

As a reminder, changes to certain Account Fee processes go in effect on July 1, 2023.

May 18, 2023

New Distribution Forms and Federal Tax Withholding

We will provide updated versions of several forms in June 2023. Notable changes to the forms and asset movement are also taking place to ensure compliance with W-4R withholding requirements. Please review the details.

May 18, 2023

Trading Services: Best Execution

The most recent Execution Quality Scorecard and Fixed Income Exception Statistics related to best execution are now available.

May 18, 2023
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