BankSync LogoBankSync
Use CasesGuidesTemplatesPricing
Sign InGet Started For Free
Back to all banks
Pershing Investments - NetXInvestor logo

Pershing Investments - NetXInvestor

United StatesUnited StatesPLAIDAvailable

Pershing Investments - NetXInvestor

Connect Pershing Investments - NetXInvestor

About Pershing Investments - NetXInvestor

Pershing Investments - NetXInvestor is fully integrated with BankSync, allowing you to seamlessly connect your accounts and automate your financial workflows. Sync your transactions, balances, and account data to your favorite productivity tools in real-time.

Integration Details

ProviderPLAID
StatusActive
Available Products9 products

Available Products

assets
balance
identity
identity_match
income_verification
investments
investments_auth
signal
transactions

Connect to

Notion logo
Notion
Ready
Airtable logo
Airtable
Ready
Google Sheets logo
Google Sheets
Ready
Microsoft Excel logo
Microsoft Excel
Waitlist
Coda logo
Coda
Waitlist
View All Integrations →

Similar Banks

Cardinal Credit Union logo
Cardinal Credit Union
United States KKR Democratized Access Vehicles logo
KKR Democratized Access Vehicles
United States Mutual Credit Union logo
Mutual Credit Union
United States Soarion Credit Union logo
Soarion Credit Union
United States Stone Bank logo
Stone Bank
United States
View All Banks →

Ready to Connect Pershing Investments - NetXInvestor?

Start syncing your Pershing Investments - NetXInvestor accounts with your favorite productivity tools. Get your financial data flowing in minutes, not hours.

Connect Pershing Investments - NetXInvestor NowView Pricing
Connecting Your Bank Accounts

Connecting Your Bank Accounts

Step-by-step guide to securely connecting your US and Canadian bank accounts to BankSync.

Read Setup Guide

BankSync LogoBankSync

Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

X (formerly Twitter)InstagramTikTok

Product

  • Guides
  • Pricing
  • System Status

Features

  • Integrations
  • Bank Coverage
  • Use Cases

Company

  • Security
  • Privacy Policy
  • Terms & Conditions
  • Contact Us

Resources

  • Notion Budget Templates
  • Financial Transaction Guide
  • Notion Budgeting Guide
  • Budget Spreadsheet Tips

© 2025 BankSync. The ultimate personal finance tracker for syncing financial transactions to Notion, Airtable, Google Sheets, and more.