FAQs

Q: What's your Organization number?
A: The organization number for Pershing Advisor Solutions is 3CR. However, because the NetxInvestor site is specific to PAS users should not be asked this question upon login. If you do see this question please confirm that you have entered the correct site, www.netxinvestor.com, in your web browser.
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Q: How long will my password stay active if I do not log-in frequently?
A: NetxInvestor passwords will always remain active. They do not expire.
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Q: Will my ID ever expire?
A: NetxInvestor User Ids are not set to expire even if they are inactive.
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Q: Can I reset my password?
A: If you do not remember your password enter your User ID and click 'Login'. On the next screen you will see a "Forgot Password?" link. Click on that link and you will be prompted to answer your chosen security questions. Upon answering them correctly you will then be able to choose a new password.
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Q: Why am I getting security questions that I never established?
A: Users may get a security question they never selected if they have entered their user ID incorrectly. If this does occur please return to the login screen and reenter your User ID. Please be sure not to copy and paste your User ID into the login field as this could create hidden spaces that you may not notice.
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Q: Why is my picture not coming up?
A: A user's security image may not show if the page has not loaded properly. If this does occur close out of the current browser and reload it. Do not enter your password if you do not see your chosen image or security phrase.
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Q: What happens if I lock myself out or get stuck on security questions?
A: If security questions are answered incorrectly 3 times your access to the site becomes restricted. You must then contact your Customer Service Liaison at 1(877) 870-7230 to have your security questions and password reset.
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Q: Is a 3rd Party able to self register to set up IP confirms and statements for E-Delivery?
A: No, Third Parties are not able to self register. A user can only self register if they are the Account Holder with the primary social security number on the account. A third party can only receive a hard copy of any statements or confirms. They are not eligible for e-Delivery.
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Q: Where on the site can you set up for E-Delivery?
A: Users may set up their e-Delivery preferences via the profile tab within NetxInvestor. From the profile screen select the Document Delivery tab and you may select which documents you would like to receive electronic delivery for. This is done on an account by account basis.
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Q: Where do I add my email address on the site if it has changed?
A: Email addresses may be added or changed via the user profile tab found within the Profile screen. A user may add/update up to 2 email addresses.
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Q: How do I change from E-delivery back to paper?
A: All users can update their e-delivery preferences within the NetxInvestor site by going to the Document Delivery tab found within the Profile tab.
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Q: How can I link a new account I just opened if I created my ID via the self registration process?
A: Users can find new accounts they've opened after creating their User ID within the Profile tab. They will then have the option to link this account to their current User ID.
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Q: Where can I find instructions to Quicken and Turbo Tax?
A: Within the Resources tab users can find a getting started guide for Quicken. In this section there is also a direct link to the Turbo Tax website. When importing your financial information into these platforms always select Pershing Advisor Solutions as your Financial Institution.
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Q: Will my statements be emailed to me or will I have to go to the site to find them?
A: Only if you have selected for e-Delivery of your statements will they be emailed to you. Otherwise they will always be accessible via the Statements and Reports section of NetxInvestor found within the Accounts tab.
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Q: What is the website to view proxy information once I establish my PIN?
A: Once a user establishes their personal identification number they will begin to receive all proxy related information via the provided email address. If there is a voting event users will receive an email that will direct them to Proxyvote.com to make their elections.
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