# NetXInvestor™ Mobile

> Mobile investment management app for clients of financial institutions. (iPhone/iPad app by Pershing, LLC.)

- Source: https://appshunter.io/ios/app/netxinvestor-mobile/id784595887 (this page in markdown: same URL + `.md`)
- Developer: [Pershing, LLC](https://appshunter.io/developer/339588336)
- Category: Finance
- Price: Free
- Rating: 1.80/5 from 366 App Store ratings · 158 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 3 MB
- Languages: American English
- Released: 2014-01-31
- Data updated: 2026-08-28
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/netxinvestor-mobile/id784595887/reviews.md

## What is NetXInvestor™ Mobile?

IMPORTANT INFORMATION FOR USERS - To use NetXInvestor™ mobile, you must be a client with an account at a financial institution that provides its clients access to their account information via the NetXInvestor website. The financial institution also has to specifically activate the NetXInvestor™ mobile application for its account holders. If you are unable to download the application or have any questions, please contact your broker or investment professional at your financial institution.

Stay Connected –

NetXInvestor™ mobile provides you with an essential solution for managing your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. NetXInvestor™ mobile lets you manage your financial portfolio in an efficient and user-friendly environment that leverages the look and feel of the website but that fits perfectly for the form factor of the tablet and phone.
Through NetXInvestor™ mobile you have fully featured access to account information, such as balances, holdings, activity and order status. Your financial institution may also (optionally) enable you to use NetXInvestor mobile to view real-time quotes and place trades for equities and mutual funds while on the go. Anytime, anywhere—that is the power of mobility. That is the power of NetXInvestor mobile.


With just a few clicks from your iPhone or iPad, you can access:

• Mobile Check Deposit Feature

• Biometric Log In

• Push Notifications

• Account balances and holdings

• Transaction history

• Order status

• Market information and quotes

• Your securities  watch list

• Equity, Mutual fund order entry, Options trading (if enabled by your financial institution)

• Documents

NetXInvestor™ mobile for Apple Watch™

Provides quick and easy glances at your important financial activities. You can take advantage of the faster interactions on the Watch to stay up-to-date on your investment accounts.

Please note:

• Account access, trade execution and system response may be affected by a variety of factors, including trading volumes, market conditions, phone and computer networks.

• Fees, markups or commissions may be charged on trades. Please contact your financial institution for details.

• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial institution for details.

## Key features

- Account balances and holdings
- Transaction history
- Order status
- Market information and quotes
- Mobile check deposit
- Biometric login
- Push notifications

## What do users think of NetXInvestor™ Mobile?

Overall sentiment: negative

**Pros**

- ✅ 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)

**Cons**

- 🐛 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

**Commonly reported bugs**

- App crashes immediately upon opening
- Blank white screen locks
- Continuous loading that never completes
- Face ID not functioning despite being enabled
- Login credentials not saved despite 'remember device' being checked
- App crashes after viewing stocks
- Crashes on iOS 26 and iPhone 17 compatibility
- Mobile deposit image validation errors
- MICR line number errors on check deposits
- Login button unresponsive
- App gets stuck on loading screen indefinitely
- Automatic re-login via Face ID after logout
- Settings navigation trap (can't return to main menu)
- Two-factor authentication code delivery issues
- Password manager integration broken (copy/paste disabled)
- App wipes out login settings after updates
- Keyboard focus issues on login screen
- Inconsistent loading on iPad Pro with weak Wi-Fi
- Missing phone numbers referenced in error messages
- Account activity display missing critical information (share count, amounts)

**Most requested features**

- Year-to-date earnings tracking
- S&P 500 performance comparison
- Real-time price updates
- Integration with Yahoo Finance and Seeking Alpha
- Dark mode option
- Split View support for iPad
- Fingerprint/Touch ID login
- ACH electronic fund transfers
- Better dividend information and tracking
- Realized and unrealized gain/loss tracking
- Historical performance charts (longer time periods)
- Account manager contact/messaging feature
- Improved mobile deposit with better guidance
- Native app instead of webview wrapper
- Better accessibility (font sizing, contrast)

## Recent user reviews (10 of 158)

All indexed reviews: https://appshunter.io/ios/app/netxinvestor-mobile/id784595887/reviews.md

### 1/5 — So dated vs every other app

*2026-08-12, version 4.0.44*

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, past 5 day, 1 month performance history, year to date etc. Can you please add that? 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.

### 4/5 — Fix Buy > Limit > Limit Price deleted when Last Traded section refreshed

*2026-07-24, version 4.0.43*

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 .

### 1/5 — Must improve

*2026-05-14, version 4.0.42*

Presents bugs frequently

### 1/5 — Login Fails Consistently

*2026-04-29, version 4.0.42*

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.

### 1/5 — Terrible App

*2026-04-28, version 4.0.42*

Crashes and fails frequently.  Will not allow login.

### 1/5 — So dated vs every other app

*2026-04-16, version 4.0.42*

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.

### 1/5 — Does not open

*2026-04-03, version 4.0.42*

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.

### 1/5 — Worst

*2026-04-01, version 4.0.42*

Worst it crashes after ya take look at your stocks requiring you to delete the entire app and its data and re-download go through the set up and permissions o my to crash five minutes later and start from scratch again.

### 2/5 — Unstable

*2026-03-31, version 4.0.42*

This app is very unstable and often crashes

### 1/5 — App cracking

*2026-03-29, version 4.0.42*

This app doesn’t work!!!

## Frequently asked questions about NetXInvestor™ Mobile

### 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.

## Version history (last 5 releases)

### 4.0.44 — 2026-07-24

The build contains bug fixes.

### 4.0.43 — 2026-05-15

The build contains bug fixes

### 4.0.42 — 2026-03-14

The build contains bug and security fixes.

### 4.0.40 — 2025-12-06

The build contains bug fixes

### 4.0.39 — 2025-07-25

The build contains security fixes.

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## More apps by Pershing, LLC

- [NetX360® Mobile](https://appshunter.io/ios/app/netx360-mobile/id871993127)
- [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) · [netxinvestor™ mobile](https://appshunter.io/ios/topics/netxinvestor-mobile) · [pershing](https://appshunter.io/ios/topics/pershing) · [bny pershing](https://appshunter.io/ios/topics/bny-pershing) · [bny pershing access](https://appshunter.io/ios/topics/bny-pershing-access) · [efg netxinvestor](https://appshunter.io/ios/topics/efg-netxinvestor) · [eztrade v2 mobile](https://appshunter.io/ios/topics/eztrade-v2-mobile) · [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 2026-08-28.*