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Seven Post Custodian Access

Direct access to view your accounts custodied at Pershing Advisor Solutions (a Bank of New York Mellon company) on your mobile device

Direct access to view your accounts custodied at Pershing Advisor Solutions (a Bank of New York Mellon company) on your mobile device

Seven Post Custodian Access

by Seven Post Investment Office LP
Seven Post Custodian Access
Seven Post Custodian Access
Seven Post Custodian Access
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What is it about?

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.

Seven Post Custodian Access

App Details

Version
4.0.28.2
Rating
(1)
Size
20Mb
Genre
Finance
Last updated
March 24, 2023
Release date
April 27, 2016
More info

App Screenshots

Seven Post Custodian Access screenshot-0
Seven Post Custodian Access screenshot-1
Seven Post Custodian Access screenshot-2
Seven Post Custodian Access screenshot-3
Seven Post Custodian Access screenshot-4

App Store 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

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