Getting Started
This command ends your NetX360 session properly. Simply closing the browser window does not replace it.
What is Log Out?
Use Log Out when you finish your session.
This section contains the date of birth and Social Security number used for caller verification.
What is Profile?
Use Profile > General to locate the verification information.
Checking this box in Positions helps you see money that has arrived but has not yet swept into the money market.
What is Cash?
The Cash view is especially helpful when checking a 529 for uninvested cash.
This Document Center section is where you look for scanned onboarding paperwork and transfer request documents.
What is Imaged Documents?
You can find ACH forms, Tax Withholding, Client General Account Agreements, Trusted Contact, and transfer forms.
Service Center Requests, or SCRs, go to this clearing firm.
What is Pershing?
SCRs route requests to our clearing firm.
This is the maximum number of tabs you can have open in NetX360 at one time.
What is 10?
NetX360 allows up to 10 open tabs.
A mailing address can be a PO Box, But this address must be a physical location.
What is the Legal Address?
The mailing address at the top of the page may differ from the physical address.
In Transactions settings, choose this option for both Sweep Transactions and Bank Deposits.
What is Include?
Include both so those movements appear in the transaction history.
These Document Center communications come from NMIS rather than Pershing.
What are Notifications?
Examples include Change of Contact Information and Withdrawals and adding banks
The Field can view Notes, but only this group can add, modify, or delete them.
What is the Home Office?
Thats Us! Review Notes and comments for important account information and restrictions.
Functions you mark with a star in the Menu dropdowns appear in this personalized menu.
What is My Menu?
Star the functions you use often so you can find them here.
This Profile section tells you whether the account has received B Notices.
What is Tax Details?
Check Profile > Tax Details for B Notice information.
This Transactions button helps narrow activity to a specific Symbol or Transaction Type.
What is Filter/Search?
Use it to locate contributions, distributions, buys, or sells.
The Field cannot view this preliminary tax document, and we never send it to clients.
What is a Draft 1099?
Keep Draft 1099s internal. They are not client deliverables.
Even if you select an older date range, Work Status only shows items going back this far.
What are the last two years?
Launching Work Status inside an account also limits results to that account.
In Advanced Search, clear this checkbox so your search can include inactive accounts.
What is Only Active Accounts?
Uncheck this option when you need to find accounts that could be closed.
In Account Details, this field and value identify a placeholder or shell account.
What is Registration Information
or
What is External Positions: Yes?
When you see "Yes" as the value = a marker for placeholder or shell accounts.
This Positions action lets you change dividends and capital gains to Reinvest or Cash, one holding at a time.
What is Dividend Reinvestment?
There is no “Adjust All” option. Update each holding separately.
When you generate a form while viewing an account, NetX360 embeds the account number in this scannable feature.
What is the barcode?
IPS Work Manager reads the barcode. Generate forms for eSignature from the Forms section.
Besides Document Center, where can I find the AMA checking account number for a client?
What is AMA/Resource Checking?
You can see Active and Inactive AMA checking accounts here
Name the two Preferences that help you resume your workspace and keep the same account when moving between select features.
What are restoring tabs and retaining the last account?
Select “Save opened tabs and restore them during next login” and “Retain last account viewed when you navigate between select features.”
This Profile feature connects accounts for ROA/LOI tracking. Creating a Household or SelectLink does not do that job.
What is Relationships?
Establish the relationship in one account. It updates across accounts under the SSNs involved in real time.
Order Blasting supports this type of sale for eligible mutual fund holdings. Partial sales and equity orders do not qualify.
What is a full liquidation?
Liquidate Account supports full mutual fund liquidations. Certain account types, including 529s, are ineligible.
This statement category can include cash within a holding, so its total may differ from the client’s money market balance.
What is Cash/Cash Alternatives?
Review the actual holdings before treating this statement category as available money market cash.
A Roth IRA began at another firm. OpsCenter IRAS may be missing this history from the years before the account transferred here.
What is the full contribution history?
We do not have the full contribution history when the Roth IRA started elsewhere, including at Baird.