Balances and positions residing in your York Securities brokerage account are custodied with Pershing, LLC.
Pershing is a wholly owned subsidiary of The Bank of New York Mellon Corporation.
Above link opens in a new tab at https://www.netxinvestor.com/.
On this page, the "Financial Org#" is the first three characters of your account number.
INITIAL LOGIN INSTRUCTIONS (for new users):
York Securities to obtain your brokerage account number.
2. Go to the Login Screen
and click on "REGISTER".
3. Follow on-screen instructions. (Your Financial Org# is the first three characters of your account number.)
11/28/17: 2017 1099 tax information is expected to be generated by early to mid-February 2018.
HR Block and TurboTax users may import data through the software at that time.
08/29/17: Yorktrade.com site redesigned.
Now compatible with IOS/Android, Smartphone/Tablet.
03/16/16: Mobile device account access without an App.
Simply direct device browser to www.netxinvestor.com. This site automatically adapts its format for a user friendly experience with Android/IOS Tablet/Smartphone.
(none at this time)