Why am I having trouble linking my Pershing Accounts

Pershing has a long and deep history in the Financial Services industry.

Therefore, they have many options in Simple Trade Monitor to link accounts.

We recommend if you are having trouble to use the search bar and search the term Netexchange or NexXView.

This will allow you to use the NetXView interface to link your personal Pershing brokerage accounts.

On thie Pershing Interface the Financial Organization Number is the first 3 number/letter code for your firm, the ID is the rest of your account number.

Should you need additional assistance, please use our support link to schedule a 15 minute Zoom support call: https://calendly.com/riact-support/15-minute

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