Pull your NetX360+ balances and holdings into your systems

What you can build on NetX360+

• Get account balances

  Build this

  Reads the Balances for one account or household you name: market value, money funds, equity and cash available.

  Takes

  Account number or household

  Returns

  Account number, account name, market value, money funds, equity, cash available, as of

• Get holdings for an account

  Build this

  Reads the Holdings tab for one account in the view you name, one row per position.

  Takes

  Account number, view (optional)

  Returns

  Symbol, description, quantity, price, market value, percent of account

• Get account activity

  Build this

  Reads the Activity tab for one account over the dates you give, in the view you name or the preset view.

  Takes

  Account number, from date, to date, view (optional)

  Returns

  Date, activity type, symbol, description, quantity, amount

• Check work status of requests

  Build this

  Reads Work Status under Activity for one account: the asset movement and other requests entered for it and where each one stands.

  Takes

  Account number

  Returns

  Request type, amount, entered date, status

Automate NetX360+ with a workflow

A workflow runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

• Cash available across your accounts, every morning

  Build this

  Starts

  Every weekday at 7:30

  Step 1

  For each account number you list, get the account balances.

  Step 2

  Keep the accounts whose cash available is below the amount you set.

  Step 3

  Email you the list with account name, market value and cash available.

• Changed request statuses, posted to your operations queue

  Build this

  Starts

  Every hour on weekdays

  Step 1

  For each account number you list, check the work status of its requests.

  Step 2

  Keep the requests whose status changed since the last run.

  Step 3

  Post each one, with request type, amount and status, to your Slack or ticketing webhook.

• Prior-day activity, handed to your portfolio system

  Build this

  Starts

  Every weekday at 6:30

  Step 1

  For each account number you list, get the account activity for the previous business day.

  Step 2

  Stop when there are no entries.

  Step 3

  Post each entry, with date, type, symbol, quantity and amount, to your webhook.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

Once built, one call from your code

Once you have built a method, it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Get account balances” would look like.

curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "www2.netx360.com/get_account_balances",
    "input": {
      "account": "AXQ-104582"
    }
  }'

{
  "status": "completed",
  "data": {
    "account": "AXQ-104582",
    "account_name": "Northwind Family Trust",
    "as_of": "2026-11-12T09:41:00-05:00",
    "market_value": 1842310.55,
    "money_funds": 64200,
    "equity": 1778110.55,
    "cash_available": 12480.32
  }
}

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

NetX360+’s own options

BNY Pershing offers three Pershing/Wealth Services APIs in BNY's Developer Marketplace: performance data; positions, balances and activities; and outgoing Fed Funds wires. They need an active BNY Pershing/Wealth Services account, a separate one even for existing BNY clients, and you start by contacting BNY, which approves access before you build. In NetX360+ itself, account lists export to Excel.

Read on November 12, 2026: BNY Pershing/Wealth Services APIs, NetX360+ Operations Experience.

Signing in to NetX360+

NetX360+ signs you in on its own page at www2.netx360.com with a User ID and password, with Remember User ID and links for a forgotten User ID or password. With Fous you sign in once through that page with your own account: the login is sealed with AES-256, never returned by the API or written to logs, and a method reads only what your account can.

Worth knowing

Views decide the columns

You can change the columns on the Holdings, Activity and Projected Cash Flow tabs, and Holdings and Activity have Preset Views. Name the view in your request so the method always reads the same columns.

Ten tabs, one function per group

NetX360+ allows up to 10 open tabs, but not two functions from the same group: Work Corner and Account Profile are both in Group A, so they cannot be open together.

Account lists export to Excel

Account lists export to an Excel spreadsheet, from the pages you choose or all data. NetX360+ does not print lists directly.

The API needs its own Pershing account

BNY's Pershing APIs require an active BNY Pershing/Wealth Services account, and a separate one is needed even if your firm is already a BNY client through another line of business.

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