Pershing Advisor Solutions, LLC

Connectivity to Pershing (advisor.netxinvestor.com) has worked flawlessly for years, but recently stopped. Mint is now causing my Pershing account to lock regularly, requiring that I reset my security questions on the Pershing website.

If I try to re-setup mt Pershing account in Mint, Mint no longer even asks for security questions and answers. The setup fails, and my Pershing account lock again.

Given that this all used to work just fine, nothing changed on the Pershing side, and a new setup for a Pershing account in Mint fails, I'd say Mint is causing the issue.

Please help! :)

Answer

Hello vanpatrickbevill,

I'm sorry that you're having trouble with Pershing in Mint, I understand how inconvenient it can be when a financial institution isn't syncing.  I took a look and the error we're seeing is for invalid credentials;  while there haven't been any noticeable changes on their site, they may have made slight adjustments to their login page that could have caused issues on our end and may require script updates.  However if you're sure that what you're entering is correct and works directly on the bank's website, then please use the Contact Mint form to open a ticket so our support team can further investigate and assist.

Regards,
Jesse :man:

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