# Seven Post Custodian Access

> Mobile access to Pershing-custodied investment accounts for Seven Post clients. (iPhone/iPad app by Seven Post Investment Office LP.)

- Source: https://appshunter.io/ios/app/seven-post-custodian-access/id1065996649 (this page in markdown: same URL + `.md`)
- Developer: [Seven Post Investment Office LP](https://appshunter.io/developer/1065996648)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 4 MB
- Languages: English
- Released: 2016-04-27
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/seven-post-custodian-access/id1065996649/reviews.md

## What is 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. 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

## Key features

- View account profiles and balances
- Track holdings and gains/losses
- Monitor market value and cash availability
- Download historical account statements
- Access entity and account group data


## Frequently asked questions about Seven Post Custodian Access

### 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.

## Version history (last 5 releases)

### 4.0.42 — 2026-04-10

The build contains bug fixes.

### 4.0.40 — 2025-12-06

The build contains bug fixes

### 4.0.39 — 2025-08-22

The build contains bug fixes.

### 4.0.30 — 2025-05-08

The build contains bug fixes.

### 4.0.28.2 — 2023-03-24

Upgrade to latest Xcode 14, and an update to the minimum supported iOS version from 12 to 14.

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## Related topics

[bny pershing](https://appshunter.io/ios/topics/bny-pershing)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-24.*