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About
View your Pershing-custodied accounts directly on your mobile device. Access account profiles, balances, holdings, and historical statements. Exclusively for clients of Seven Post Investment Office.
What's New in Seven Post Custodian Access
4.0.42
April 10, 2026
The build contains bug fixes.
FAQ
What is Seven Post Custodian Access?
Seven Post Custodian Access provides direct mobile access to view your investment accounts custodied at Pershing Advisor Solutions. It is exclusively for clients of Seven Post Investment Office.
What information can I see in Seven Post Custodian Access?
You can view your Pershing account profile, balances, holdings, realized and unrealized gains and losses, and activity. You can also check balances, holdings, and activity for any entity or account group, and review market value and cash availability.
Can I download statements with Seven Post Custodian Access?
Yes, the app allows you to download and view historical account statements for your custodied accounts.
Is Seven Post Custodian Access secure?
The app provides direct access to your accounts custodied at Pershing Advisor Solutions, a Bank of New York Mellon company, implying a high level of security. Specific security features are not detailed in the description.
What devices support Seven Post Custodian Access?
Seven Post Custodian Access is available on watch, iPhone, and iPad, offering flexibility for users across Apple devices.
How often is Seven Post Custodian Access updated?
The latest version is 4.0.42, and the app was last updated on April 10, 2026. This indicates a recent update, suggesting ongoing development and maintenance.
What is the user rating for Seven Post Custodian Access?
Seven Post Custodian Access has a perfect rating of 5.0 stars based on 1 rating, indicating a highly positive user experience from its limited feedback.
Does Seven Post Custodian Access have ads?
No, Seven Post Custodian Access does not contain advertisements, providing an uninterrupted user experience.
