Your Financial Practice Can Go Paperless With Pershing
SII Investments, Inc. (SII) is excited to announce that our registered representatives can provide their clients the ability to view their Pershing brokerage trade confirmations and statements from one convenient on-line location.
NOTE: Electing Pershing’s paperless solution is separate and unrelated to SII’s Go Green eDelivery consent process for your accounts held with us. Please contact your representative or the SII’s Home Office for further explanation.
To Go Paperless
- Visit www.NETXInvestor.com
- Click "Register Now"
- Review and agree to terms and conditions regarding the use of the website
- Provide User Information - a social security number is required
- Verify your identity - this helps us ensure the safety and security of your information
- Create a user ID and secure password, and provide a valid email address
- Respond to the link embedded in the email from email@example.com to complete the registration
- NOTE: The Financial Organization Number to utilize is 5AV
Clients also have the option to complete the User ID and Electronic Delivery Request (Pershing) and fax to SII at 866-775-8575.
If there are any questions or problems with the registration process, please call the SII Technology Support Department at (877) 375-3636.