NetXInvestor® New User Registration

Website: https://www.netxinvestor.com

Required Information in order to register online:

• Full Name
• Social Security Number
• Full Account Number - Please contact your local Financial Integrators office if needed
• Address
  

*Once logged in, you will be prompted to set up E-delivery for statements and tax documents

• NetXInvestor® E-Delivery
  
  E-delivery reduces the dependency on paper usage and allows for the client to receive electronic delivery of their statements, trade confirmations, tax documents, notifications and letters.  Client's who fully enroll in this service will save on Pershing's paper subscription fees.  Fees are defaulted to charge the client's accounts.  To be fully enrolled in E-delivery, an account must have all of the following document types selected to be provided electronically.  Otherwise, there will be a $2.00 per month paper subscription fee accrued monthly and assessed in quarter-end months, regardless of activity.
  
  
• NetXInvestor® Quick Start Guide
• NetXInvestor® FAQ's
• NetXInvestor® Registration Guide
• NetXInvestor® User ID
• NetXInvestor® Reset a Password

Option 1: https://www.netxinvestor.com/nxi/welcome Click on Forgot Password on the Login page (after 3 attempts you will be locked out) – Locked Out?  Contact Cambridge via phone at 888.245.0452, Option 1 and Option 3 for further assistance

Option 2: Contact Cambridge via phone at 888.245.0452 Option 1 and Option 3 for further assistance

• Questions? NetXInvestor® Client Customer Service Phone Number: 888-245-0452
• We encourage you to bookmark the login page for your convenience in the future.

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