# NetX360® Mobile

> Mobile platform for financial professionals to manage client accounts and market data. (iPhone/iPad app by Pershing, LLC.)

- Source: https://appshunter.io/ios/app/netx360-mobile/id871993127 (this page in markdown: same URL + `.md`)
- Developer: [Pershing, LLC](https://appshunter.io/developer/339588336)
- Category: Finance
- Price: Free
- Rating: 1.97/5 from 75 App Store ratings · 31 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 42 MB
- Languages: English
- Released: 2014-05-06
- Data updated: 2026-08-09
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/netx360-mobile/id871993127/reviews.md

## What is NetX360® Mobile?

In today’s marketplace, it is critical that you stay connected. NetX360® Mobile enables you to conduct critical business operations while you're on the move—wherever you are. It helps you stay on top of the latest market developments and updates and provide access to essential activities that support your business. 

You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360 Mobile dashboard, and gain insight into what’s happening in the market and with your clients’ accounts. You can: 
•Remain productive out of the office by accessing your clients’ account profile, balances, holdings and activity
•View the balances, holdings, activity, market value, money funds, equity and cash available for any accounts and households 
•Find your clients’ contact information, view their address and reach out to them
•Stay on top of market shifts by absorbing real-time information 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 available funds for investing
•Review top balances by market value, net worth and funds due across your book of business
•Access your commission summary

From your iPad, you can also access:
•Access account statements, quarterly performance reports and other documents
Anytime, anywhere—that is the power of mobility. That is the power of NetX360 Mobile.

FOR AUTHORIZED USERS ONLY

This application can only be activated for use by authorized users 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, to activate this application, your firm must pre-approve you as a user and provide you login credentials.

## Key features

- Client account management
- Market data and watch lists
- Real-time alerts and notifications
- Equity, ETF, and mutual fund trading
- Access account statements and reports
- Client contact information access

## Recent user reviews (10 of 31)

All indexed reviews: https://appshunter.io/ios/app/netx360-mobile/id871993127/reviews.md

### 3/5 — Doesn’t open unless I reinstall

*2026-05-11*

Seems that I have to uninstall and reinstall every time I need to get into.

### 1/5 — Mobile Check Deposit DOES NOT WORK

*2025-04-03*

Issues all year making check deposits - super unreliable. Updates were made 2 days ago to the app yet I have not been able to deposit a check for a week.

### 1/5 — Tinab

*2025-03-21*

It constantly freezes where nothing responds. I have to uninstall and reinstall nearly every time I want to use it. I am admin and use primarily for mobile check deposit. Very frustrating.

### 1/5 — Very Bad App

*2025-03-13*

The star reviews keep going down but this developer has done nothing to addess all of these issues

### 1/5 — Surprisingly bad

*2025-02-23*

This app is unresponsive and full of what appeared to be bugs. Cannot get client information on a consistent basis. App crashes regularly please update.

### 1/5 — Pershing should be embarrassed to offer this to clients

*2025-01-24*

I’ve had this app for a couple of years. Some days, like today, it just doesn’t open past the startup screen. 

However, considering the pathetic UI,  limited functionality of the app (despite what seems to be an overwhelming # of tabs) and frequent bugs-they’re probably doing users a favor by not having it open. 

Mind blowing that a huge company like Pershing/Bank of New York   has such  sad sad technology.

### 1/5 — Terrible

*2024-12-30*

The worst app I have ever had the displeasure of using. Mobile check deposit rarely works. Have to reinstall the app every time. Turns what should be a 5 minute process into a 10-15 minute one.

### 1/5 — Horrible

*2022-12-22*

Needs to be completely redesigned. Certain buttons are unusable because of their locations on the screen. Just overall awful design.

### 1/5 — App is stuck in a crash loop

*2022-09-08*

After signing in initially, I now am stuck on a continuous loop of the app crashing when trying to access it. 

Right now it’s completely unusable.

### 1/5 — Update makes it unusable

*2022-08-19*

Ive tried 8 times to uninstall
And reinstall and It keeps crashing. I missed todays Market hours to put an important trade through….wonderful app really bravo. Pershing is a huge company and bank of New York Mellon…you would think they would come out with a better app and trading platform as whole. Fidelity, TD and Schwab have better platforms hands down. Please Pershing hire a team of developers that know what they are doing…..you are going to lose clients if you can step it up and keep pace with todays tech. Also you need to improve the Client facing app as well.

## Frequently asked questions about NetX360® Mobile

### What does NetX360 Mobile do?

NetX360 Mobile provides financial professionals with a mobile platform to conduct critical business operations. It allows users to access client account information, view market data, receive real-time updates, and execute trades, all from their mobile devices.

### What are the key features of NetX360 Mobile?

Key features include accessing client account profiles, balances, holdings, and activity; viewing market shifts with real-time information and watch lists; receiving alerts and notifications; trading equities, ETFs, and mutual funds; and accessing account statements and performance reports.

### Is NetX360 Mobile free to use?

The application is described as free to use, but it is exclusively for authorized users from specific financial firms that have a written agreement with Pershing LLC or Pershing Advisor Solutions LLC. Users must be pre-approved by their firm and provided with login credentials.

### What devices is NetX360 Mobile compatible with?

The application is designed for mobile use, enabling users to conduct business operations on the move. It specifically mentions access from an iPad for features like account statements and reports, indicating compatibility with iOS devices.

### Who can use NetX360 Mobile?

This application is strictly for authorized users from introducing broker-dealers or investment advisory firms that have a current, written agreement with Pershing LLC or Pershing Advisor Solutions LLC. Users require firm pre-approval and login credentials to activate and use the app.

## Version history (last 5 releases)

### 4.89.2 — 2026-06-26

The build contains bug and security fixes

### 4.89.1 — 2026-05-15

The build contains bug fixes

### 4.89.0 — 2026-03-14

The build contains bug fixes

### 4.88.0 — 2025-11-21

The build contains bug fixes

### 4.87.0 — 2025-09-28

The build contains bug fixes

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## More apps by Pershing, LLC

- [NetXInvestor™ Mobile](https://appshunter.io/ios/app/netxinvestor-mobile/id784595887)
- [Primerica Advisors](https://appshunter.io/ios/app/primerica-advisors/id6448910762)

All apps by Pershing, LLC: https://appshunter.io/developer/339588336

## Related topics

[netxinvestor](https://appshunter.io/ios/topics/netxinvestor) · [pershing](https://appshunter.io/ios/topics/pershing) · [the pershing](https://appshunter.io/ios/topics/the-pershing)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-09.*
