Statements (90)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
online investment platform
|
| gptkbp:accessibleBy |
gptkb:mobile_application
gptkb:website |
| gptkbp:hasFeature |
educational materials
audit trails account linking cash management compliance tools customer support multi-factor authentication two-factor authentication data encryption market news video tutorials customizable dashboard mobile notifications transaction history online forms user management alerts and notifications e-signature support live chat support proxy voting custom reports research tools email support mobile check deposit performance analytics phone support watchlists browser notifications role-based access secure login ACH transfers wire transfers fund transfers user guides integration with CRM systems client communication tools withdrawals beneficiary designation real-time balances account opening 529 plan support FAQ resources IRA management account activity history account alerts account closure account funding account statements download account transfers beneficiary management capital gains reporting check requests cost basis reporting dividend tracking document vault electronic delivery of documents fee reporting integration with financial planning tools joint account support margin account support multi-account access paperless statements retirement account support tax document download tax lot tracking trust account support |
| https://www.w3.org/2000/01/rdf-schema#label |
NetXInvestor
|
| gptkbp:offers |
trade confirmations
performance reports tax documents account statements |
| gptkbp:ownedBy |
gptkb:Pershing_LLC
|
| gptkbp:parentCompany |
gptkb:BNY_Mellon
|
| gptkbp:providesService |
account management
portfolio tracking trade execution document access |
| gptkbp:supports |
bonds
mutual funds stocks ETFs |
| gptkbp:targetUser |
individual investors
financial advisors |
| gptkbp:usedBy |
broker-dealers
registered investment advisors |
| gptkbp:bfsParent |
gptkb:Pershing_LLC
|
| gptkbp:bfsLayer |
7
|