NetXInvestor™ Mobile

The new design is totally worthless. Want to know how many shares you own? Can’t find it. Unless it’s the start of the month, the chart on the front is out of date…up to a month. Want to know how much your portfolio changed today? It’ll scroll by before you know it. Want to read the light gray font on the white background? You can’t. Please go back to the old version and start again.

This app is absolutely horrible. The only reason I use it is because my financial advisor uses this company for investments. The interface is terrible although it is literally brand new. This company could log onto any other bank’s app and take an example of what it should look like. On the front page, for example, is a very small box and you can only see the four most important numbers by scrolling through them like an old picture-reel websites from 10 years ago. Then, there is a huge and somewhat meaningless graph of the last six months of performance. Want to see a longer period of time? Can’t do that. I wish they would rewrite this entire app to be more useful.

Bring back the ‘old’ theme. The new ‘Modern’ theme is not as easy to use as the old one. (The screenshots are from the old theme). You now need to scroll or use landscape view to see what was visible in portrait view in the old theme. Holdings screen doesn’t show quantity owned in summary view so you need to open each line and scroll down. Holdings also has a bug where sometimes the Total gives option to broken down by ‘Investment, Equities, and Cash’ and other times it is ‘US Equity or International’ with ETF’s and equities listed together. I use the app to Buy new securities and Transfer Funds from my bank into my account. This is more convenient than using a laptop but it is hard to use the app to view my overall status, Holdings, Order Status, and Gain/Loss info now.

App has recently been “updated”…previous version was a ton better. Positions aren’t and can’t be grouped by category (cash, stocks, bonds etc.) Can’t even see values of positions in unrealized g/l mode. Apps is utterly horrible

The display has been super dummed down, has a bunch of moving text and it’s super hard to get meaningful data. ROI information is missing and it is pretty unpleasant to look at or work with - if “classic” display is possible to return to as an option that would be great because this new version is highly unpleasant and not helpful for information and meaningful data.

Great way to organize finances

I expect more from a BNY Mellon company. This app delivers all information you would normally find in NetX, and that’s about it. It does work, however.

App will not let you identify or contact your account manager, at a minimum I should be able to send a text or email for minor inquiries. If it’s real important I would call. You can put a disclaimer about transactions or services will not be completed till phone confirmation.

I’ve never seen an investment app as bad as this. They should study some competitor apps (e.g., Fidelity) for ways to improve.

The App doesn’t open.