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First Citizens Investment Services has partnered with Pershing LLC to offer our clients Global Investment Solutions.


Global Investment Solutions

First Citizens Investment Services has partnered with Pershing LLC, a Bank of New York Mellon subsidiary and the industry’s leading business solutions provider. We are confident that this partnership of two market leaders will offer our clients both first class service and premium international investment capabilities.

Through the NetExchange Client® Platform we provide you with online access to your brokerage accounts, night and day, seven days-a-week. In addition, you can place trades and have instant access to balances, portfolio holdings, account activity, order status information and more.

This robust portal also allows you to view your brokerage account statements and trade confirmations online, as well as access real-time quotes, read news stories, and perform research on thousands of stocks, options and mutual funds. The combination of unlimited access and a convenient, user-friendly interface will help you more easily manage your investments.

  • paper order
  • efirst
  • Point of Sale Terminal
  • Classic Credit Card “Shopping”