Seven Post Custodian Access

Finance

Free

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

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

The build contains bug fixes

Version 4.0.40

The developer, Seven Post Investment Office LP, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Seven Post Investment Office LP
  • Size
    • 3.9 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 16.0 or later.
    • iPhone
      Requires iOS 16.0 or later.
    • iPad
      Requires iPadOS 16.0 or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    • Apple Watch
      Requires watchOS 9.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2016 Seven Post Investment Office LP
  • Developer Website
  • Privacy Policy

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