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
• 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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