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 4.0.8.1

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

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

Information

Seller
Seven Post Investment Office LP
Size
20.3 MB
Category
Finance
Compatibility

Requires iOS 9.0 and watchOS 2.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

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

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