• NetX360® enables you to conduct critical business operations while you're on the move—wherever you are. It will also help you stay on top of the latest market developments and updates, and provide access to essential activities that support your business.
  • NetX360 New Account Set Up (NASU) and ACAT Instructions The process to set up a new account online is a fast and simple one. It is a 2 step process. The first step involves entering the data into NetX360. The second step involves uploading the signed paperwork to KSI via the KSI InTouch website. This document outlines step 1 of both the NASU.

Netx360 Downloader

As previously communicated, Park Avenue Securities (PAS) would like to remind everyone that an upgraded version of the NetX360 desktop (.net). is now available featuring improved functionalities. Users will be prompted to upgrade to the latest version of NetX360 upon login.

Installation Instructions

With the help of Capterra, learn about NetX360, its features, pricing information, popular comparisons to other Investment Management products and more. Still not sure about NetX360? Check out alternatives and read real reviews from real users. NetX360 Desktop Upgrade Reminder & Installation Instructions As previously communicated, Park Avenue Securities (PAS) would like to remind everyone that an upgraded version of the NetX360 desktop (.net). Is now available featuring improved functionalities. Users will be prompted to upgrade to the latest version of NetX360 upon login. NETEXCHANGETM PRO TRADING Release 1.1 Dated: 06/09/98 Page 85 Buy/Sell Stock Field Action (Cont.) Quantity Type the number of shares you would like to trade. Account Type Select from one of the following account types in which you wish to place the order:. Cash. Margin. Short. ∗ Only available for accounts authorized for.

Upon login, follow the prompts until you get to the Finish page. Click “Finish” to complete the software installation.

Netx360Netx360 phone number

Separately, a network connectivity screen may appear. If you receive the network connectivity page, it will default to the correct setting, and you must click “OK” to complete set up. See the image below:

If your homepage dashboard has changed, it can be reset by retyping “ALL” for the Office Range and “ALL” for the IP Code. See the image below:

Please note that this upgrade does not apply to the NetX360 web version (.com) and no action is required for users of the web version.

What's New?

Based on feedback from firms and advisors, the benefits to the upgraded version of NetX360 include, but are not limited to navigational, ease of use improvements and system enhancements.

Ease of Use Enhancements:

  • New Menu Positioning
  • Menu Reference Changes
  • Classic Top Level Menu Available again
  • Menu – Navigational Changes
  • Global Search
  • Hotkey Use
  • Trading via Account Workbook

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System Enhancements:

  • Annuity Order in a Pending Account
  • Annuity Trading Text Update
  • Additional News Sources Available at no cost
  • Printing Workbook Summary
Netx360

Additional Information

Netx360 Download

Please click herefor the QRC on how to use the new features. Click here for a comprehensive guide on the enhanced NetX360 version.

Netx360 Investor Login

Questions?

Www.netx360.com/download

Netx360

Netx360 Phone Number

For any upgrade or installation issues, please contact the Pershing Tech Help Desk at 1-888-878-3142, option, 3 for NetX360, then option 1 for NetX360 Technical Support. Users can also contact Guardian's Help Desk at 800-499-8820, option 8 for NetX360.