PAS NetXi vs NetX360® Mobile Usage & Stats
Park Avenue Securities Mobile provides you with an essential solution for managing your investments. Now you can stay connected while you are on the go – wherever you use your iPhone or iPad. Park Avenue Securities Mobile lets you manage your financial portfolio in an efficient and user-friendly environment designed for your mobility.
Through Park Avenue Securities Mobile, you have fully featured access to account information, such as balance, holdings, activity and order status. Park Avenue Securities may also (optionally) enable you to use PAS Investor Mobile to view real-time quotes and place trades for equities while on the go. Anytime, anywhere – that is the power of mobility. That is the power of Park Avenue Securities Mobile.
With your iPhone or iPad, you can access
- Account balances and holdings
- Transaction history
- Order Status
- Market information and quotes
- Your securities watchlist
- Equity order entry (if enabled by your financial institution)
From your iPad, you can also access account documents such as statements, trade confirmation and tax documents.
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 charge 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.
IMPORTANT INFORMATION FOR USERS – To use Park Avenue Securities Mobile, you must be a client with an account at Park Avenue Securities and have access to your account information via the Park Avenue Securities website. Park Avenue Securities also has to specifically activate the Park Avenue Securities Mobile application for its account holders. If you are unable to download the application or have any questions, please contact your investment professional at Park Avenue Securities.
- Apple App Store
- Free
- Finance
Store Rank
- -
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.
- Apple App Store
- Free
- Finance
Store Rank
- -
PAS NetXi VS. 
NetX360® MobileJanuary 3, 2025