Description

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

What’s New

Version 4.0.15.1

This release offers stability, security, performance, and efficiency improvements.

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

App Privacy

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

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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