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
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
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- Seven Post Investment Office LP
- 20.3 MB
Requires iOS 9.0 and watchOS 2.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- © 2016 Seven Post Investment Office LP
With Family Sharing set up, up to six family members can use this app.