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NetXInvestor™ Mobile

NetXInvestor™ Mobile

by Pershing, LLC

366 ratings
149 reviews
💰 Finance
Free

Details

  • Released
  • Updated

Features

Developer

Pershing, LLC
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About

Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.

✓Account balances and holdings
✓Transaction history
✓Order status
✓Market information and quotes
✓Mobile check deposit
✓Biometric login
✓Push notifications
Show original description

What users say

Summarized from real user reviews of NetXInvestor™ Mobile. Based on 366 reviews and a 1.8/5 average, it highlights the 6 positives and 14 negatives reviewers mention most about this Finance app.

Positive things

  • ✅Mobile check deposit functionality
  • 📊Portfolio monitoring and tracking
  • 🔒Multi-factor authentication security
  • 📱Basic trading capabilities
  • 💼Account balance visibility
  • 🎯Clean interface when working (for some users)

Negative things

  • 🐛Frequent crashes and instability
  • ⏱️Extremely slow loading times
  • 🚫App won't open or launch
  • 📉Severely outdated interface design
  • 🔌Poor compatibility with latest iOS versions
  • ❌Lacks real-time price updates (15+ min delay)
  • 🔐Face ID authentication fails consistently
  • 📊Missing critical financial metrics (YTD earnings, S&P comparison)
  • 🔗No integration with other financial apps
  • ⚙️Requires reinstall/restart frequently
  • 🎨Poor UI/UX design and navigation
  • 📱Not a native app (wrapped webview)
  • 🔄Device 'remember' feature doesn't work
  • 📋Confusing and non-intuitive layout
See all reviews

What's New in NetXInvestor™ Mobile

4.0.44

July 24, 2026

The build contains bug fixes.

User reviews

Most RecentHighest RatedLowest Rated

Fix Buy > Limit > Limit Price deleted when Last Traded section refreshed

Please fix the ‘Buy’ screen.
Transact > New Order > Buy > Limit > Limit Price gets deleted when Last Traded section is refreshed. This means you can’t click the Review/Submit button until you re-enter your limit dollar amount when the Last Traded price gets close to your limit (or easily change the last few cents of the limit if the traded price increases).
Other than that I like the app.
I use the app to view the values of my Holdings, Buy new securities and Transfer Funds from my bank into my account.
FaceID login is convenient .
Show more
Kmonahan425Kmonahan425

Login Fails Consistently

It refuses to remember my password or Face ID. I enter what I KNOW to be correct user and PW and it refuses to let me in then locks me out.
JalamisonJalamison

Terrible App

Crashes and fails frequently. Will not allow login.
AndrewM$TraderAndrewM$Trader

So dated vs every other app

I am tempted to switch brokerages just because of dated it is. It doesn’t show you year to date earnings, track how you’ve performed to s&p, no real time price update. It’s like a 15 min delay. Then it won’t link with any other apps like Yahoo Finance, Seeking Alpha and so on. It’s just not user friendly at all.
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DAC WoodDAC Wood

Does not open

This used to work, now after jumping through all the hoops, it will only open once a day if you’re lucky. Locks on a “blank” all white screen.
LindaLu15LindaLu15
See 144 more reviews

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User experience

🐞

Reported Bugs

20 issues

App crashes immediately upon opening

Bug

Blank white screen locks

Bug

Continuous loading that never completes

Bug

Face ID not functioning despite being enabled

Bug

Login credentials not saved despite 'remember device' being checked

Bug

App crashes after viewing stocks

Bug

Crashes on iOS 26 and iPhone 17 compatibility

Bug

Mobile deposit image validation errors

Bug

MICR line number errors on check deposits

Bug

Login button unresponsive

Bug

App gets stuck on loading screen indefinitely

Bug

Automatic re-login via Face ID after logout

Bug

Settings navigation trap (can't return to main menu)

Bug

Two-factor authentication code delivery issues

Bug

Password manager integration broken (copy/paste disabled)

Bug

App wipes out login settings after updates

Bug

Keyboard focus issues on login screen

Bug

Inconsistent loading on iPad Pro with weak Wi-Fi

Bug

Missing phone numbers referenced in error messages

Bug

Account activity display missing critical information (share count, amounts)

Bug
✨

Requested Features

15 requests

Year-to-date earnings tracking

Feature

S&P 500 performance comparison

Feature

Real-time price updates

Feature

Integration with Yahoo Finance and Seeking Alpha

Feature

Dark mode option

Feature

Split View support for iPad

Feature

Fingerprint/Touch ID login

Feature

ACH electronic fund transfers

Feature

Better dividend information and tracking

Feature

Realized and unrealized gain/loss tracking

Feature

Historical performance charts (longer time periods)

Feature

Account manager contact/messaging feature

Feature

Improved mobile deposit with better guidance

Feature

Native app instead of webview wrapper

Feature

Better accessibility (font sizing, contrast)

Feature

FAQ

What does NetXInvestor Mobile do?

NetXInvestor Mobile provides clients of financial institutions with a way to manage their investment portfolios on their mobile devices. It offers access to account information, market data, and the ability to place trades for equities and mutual funds, if enabled by their financial institution.

What are the key features of NetXInvestor Mobile?

Key features include viewing account balances and holdings, transaction history, order status, market information, and placing equity and mutual fund trades. It also offers a mobile check deposit feature, biometric login for security, and push notifications for important updates.

Is NetXInvestor Mobile free to use?

The application itself is free to download and use. However, users must be clients of a financial institution that provides access to NetXInvestor and has activated the mobile application for its account holders. Any fees, markups, or commissions on trades are determined by the financial institution.

What devices is NetXInvestor Mobile compatible with?

The application is designed for use on iPhones and iPads. It also offers a companion app for Apple Watch™ for quick glances at financial activities.

Who is NetXInvestor Mobile intended for?

This app is specifically for individuals who are clients of a financial institution that offers access to their account information via the NetXInvestor website and has enabled the NetXInvestor Mobile application for its account holders. It's for those who want to manage their investments conveniently from their mobile devices.