RPOA NetX™ Mobile goes wherever you go, so you can have 24/7 access to your Retirement Planners of America (RPOA) accounts held at BNY Mellon | Pershing.
With RPOA NetX™ Mobile, you’ll have on-demand access to your RPOA account information, such as balances, holdings, activity and order status—anytime, anywhere. That’s the power of RPOA NetX™!
RPOA NetX™ will allow you to securely:
• View account statements, trade confirmations and tax statements
• Get instant access to your account balance, holdings, account activity, tax information, and more
• View a comprehensive account summary at a glance—right from the home screen
• Deposit checks into eligible investment accounts at Pershing with their mobile check deposit service
BNY Mellon | Pershing holds custody of your Retirement Planners of America (RPOA) investment accounts and executes trades and other services for your accounts as directed by RPOA. Their name appears on your account statements as well as your tax documents.
MMWKM Advisors, LLC (d/b/a Retirement Planners of America) is an SEC registered investment adviser with a primary business location in Plano, Texas.
Pershing LLC (member FINRA, NYSE, SIPC) Pershing Advisor Solutions LLC (member FINRA, SIPC) and BNY Mellon, N.A. (member FDIC) are subsidiaries on The Bank of New York Mellon Corporation.
Please Note:
• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value.
• Account access, trade execution and system response can be affected by a variety of factors, including trading volumes, market conditions, phone and computer networks.