Seven Post Custodian Access 4+
Seven Post Investment Office LP
-
- Free
Screenshots
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 4.0.28.2
Upgrade to latest Xcode 14, and an update to the minimum supported iOS version from 12 to 14.
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 based on, for example, the features you use or your age. Learn More
Information
- Provider
- Seven Post Investment Office LP
- Size
- 21 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Apple Watch
- Requires watchOS 2.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2016 Seven Post Investment Office LP
- Price
- Free