Beschreibung

Direct access to view your accounts custodied at Pershing Advisor Solutions (a Bank of New York Mellon company) on your mobile device. Exclusively for clients of Seven Post Investment Office.

• Access your Pershing account profile, balances, holdings including realized and unrealized gains and losses and activity 
• Check the balances, holdings and activity for any entity or account group
• Review market value and cash available for that selected entity or account group
• Download and view historical account statements

Neuheiten

Version 4.0.8.1

This release includes the Forgot Password feature, security, stability, performance and other efficiency improvements as well as bug fixes. Improvements include:
- Fix for mobile check deposit feature
- Minimum supported iOS version from 9 to 11

Informationen

Anbieter
Seven Post Investment Office LP
Größe
20.3 MB
Kategorie
Finanzen
Kompatibilität

Erfordert iOS 9.0 und watchOS 2.0 (oder neuer). Kompatibel mit iPhone, iPad und iPod touch.

Sprachen

Englisch

Alter
4+
Copyright
Preis
Gratis

Support

  • Familienfreigabe

    Wenn die Familienfreigabe aktiviert ist, können bis zu sechs Familienmitglieder diese App verwenden.

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