BNY Pershing Access vs ServData
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
BNY Pershing Access
Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.
- View account statements and tax documents
- Access balances and portfolio holdings
- Monitor account activity and cash flow
- Mobile check deposit
- Bill payment via Bill Suite™
- Market quotes and research access
- Secure password reset
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Get on-the-go access to your accounts held in custody at BNY | Pershing. You may see our name on statements and trade confirmations. We work behind the scenes on behalf of your advisor so they can focus on providing you with advice. Advisor Solutions, which is the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY, N.A. provides bank custody. And we are all committed to the safekeeping, servicing and reporting of assets for investors like you. Our mobile solutions let you securely: • View account statements, trade confirmations and tax statements • Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more • View a comprehensive account summary at a glance—right from the home screen • Pay bills via single sign-on to Bill Suite™ • Securely reset passwords • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds • Deposit checks into eligible investment accounts at Pershing with our mobile check deposit service Pershing LLC (member FINRA, NYSE, SIPC) Pershing Advisor Solutions LLC (member FINRA, SIPC) and BNY, N.A. (member FDIC) are subsidiaries on The Bank of New York Corporation.
ServData
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Verdict
The clearest difference is update cadence: ServData at every 3 weeks against BNY Pershing Access's every 3 months. BNY Pershing Access's advantage is iOS requirement (17.0 vs 26.2). On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
BNY Pershing Access ships an update every 3 months, ServData every 3 weeks. The most recent releases landed on October 8, 2026 and September 25, 2026 respectively.
| Parameter | BNY Pershing Access | ServData |
|---|---|---|
| Price | Free | Free |
| Rating | 1.7 (68 ratings) — better | — |
| Positive reviews | 6.8% of reviews | — |
| Number of ratings | 68 — better | — |
| Update frequency | Every 3 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, Apple Watch | iPhone, iPad, iPod |
| Requires iOS | 17.0 — better | 26.2 |
| Further details — not scored | ||
| Size | 3 MB | 1 MB |
| Age rating | 4+ | 4+ |
| Developer | The Bank of New York Mellon Corporation | ServData, Inc. |
In-app purchases
BNY Pershing Access
No in-app purchases
ServData
No in-app purchases
Questions
Is BNY Pershing Access free?
Is ServData free?
Do BNY Pershing Access or ServData have ads?
Which is updated more often, BNY Pershing Access or ServData?
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