BNY Mellon | Pershing Access

Name: BNY Mellon | Pershing Access
Rating: 1.7 (46 reviews)
Author: Pershing Advisor Solutions LLC

NetXInvestor

Free

46 Ratings
Ages

4+
Years
Category

Finance
Developer

Pershing Advisor Solutions LLC
Language

EN
English
Size

4.1
MB

Get on-the-go access to your accounts held in custody at BNY | Pershing. You may see our name on statements and trade confirmations. We work behind the scenes on behalf of your advisor so they can focus on providing you with advice. Advisor Solutions, which is the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY, N.A. provides bank custody. And we are all committed to the safekeeping, servicing and reporting of assets for investors like you. Our mobile solutions let you securely: • View account statements, trade confirmations and tax statements • Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more • View a comprehensive account summary at a glance—right from the home screen • Pay bills via single sign-on to Bill Suite™ • Securely reset passwords • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds • Deposit checks into eligible investment accounts at Pershing with our mobile check deposit service Pershing LLC (member FINRA, NYSE, SIPC) Pershing Advisor Solutions LLC (member FINRA, SIPC) and BNY, N.A. (member FDIC) are subsidiaries on The Bank of New York Corporation.

Ratings & Reviews

1.7

out of 5

46 Ratings

Buggy app
11/21/2024

Dr. ZC
Check amounts for electronic deposits are almost always recognized incorrectly. If you try to click the “edit” button, you have to click it multiple times before it lets you to edit the check amount. Deposited checks can’t be viewed or tracked. Just a terribly designed app.
Buggy app
11/21/2024

Dr. ZC

Check amounts for electronic deposits are almost always recognized incorrectly. If you try to click the “edit” button, you have to click it multiple times before it lets you to edit the check amount. Deposited checks can’t be viewed or tracked. Just a terribly designed app.
Used app for years but no QA and now broken
01/26/2022

rdolivaw
Yesterday I tried to login and there is a new login screen. There has been no update in a month so not sure how they did this, but you can’t login using keychain or paste because it doesn’t recognize the input. Extremely poor QA by someone. This change should never have rolled out. App is now useless.Worse, when you try the link to report a problem it goes to a marketing page where they want to provide you product information so you can buy services. They need a dedicated page for app support.
Used app for years but no QA and now broken
01/26/2022

rdolivaw

Yesterday I tried to login and there is a new login screen. There has been no update in a month so not sure how they did this, but you can’t login using keychain or paste because it doesn’t recognize the input. Extremely poor QA by someone. This change should never have rolled out. App is now useless.Worse, when you try the link to report a problem it goes to a marketing page where they want to provide you product information so you can buy services. They need a dedicated page for app support.
Rarely works
04/15/2023

Liz aBroad
I can’t understand how a big corporation, handling millions of dollars, can’t figure out how to get a decent app. From all the feedback, I’m clearly not the only one to feel this way.About 1 out of 15 tries the app actually opens, mostly the timer just spins and spins, then I close the app, I update the app, I give up on the app - a week later I try again, no luck, another week and suddenly it works! Once. the next time I’m back to the same as above, rinse, repeat.BNY really needs to look into this.
Rarely works
04/15/2023

Liz aBroad

I can’t understand how a big corporation, handling millions of dollars, can’t figure out how to get a decent app. From all the feedback, I’m clearly not the only one to feel this way.About 1 out of 15 tries the app actually opens, mostly the timer just spins and spins, then I close the app, I update the app, I give up on the app - a week later I try again, no luck, another week and suddenly it works! Once. the next time I’m back to the same as above, rinse, repeat.BNY really needs to look into this.
Limited but adequate info in the app.
07/06/2021

nix the scissors
I have only been using this app for a month. It gives basic account information but not much else. One problem I have is the font size is very small and it doesn’t enlarge with pinched fingers the way you can everything else on your devices.
Limited but adequate info in the app.
07/06/2021

nix the scissors

I have only been using this app for a month. It gives basic account information but not much else. One problem I have is the font size is very small and it doesn’t enlarge with pinched fingers the way you can everything else on your devices.

The build contains security fixes.

Version 4.0.39

Jul 25

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