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Experience, Integrity, Value


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.

Pershing, LLC
Full Account Access: Login here
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.

1. Contact 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)

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