BNY Pershing Access vs Olistico Wealth
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.
Olistico Wealth
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The Olistico Wealth Mobile phone application enables authorized Olistico Wealth clients to access portfolio data in a simple, elegant interface. Olistico Wealth is a private, independent wealth advisory firm for ultra-high net worth families in the Midwest. Olistico Wealth develops advice and solutions for the life you lead. Requirements: You must be a current or prospective Olistico Wealth client that has been authorized for use of the phone application. If you would like to request access, please contact your Olistico Wealth Financial Advisor by calling (918) 863-2005.
Screenshots
Verdict
The clearest difference is iOS requirement: Olistico Wealth at 15.5 against BNY Pershing Access's 17.0. On price, update cadence, ads and in-app purchases 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, Olistico Wealth every 2 months. The most recent releases landed on October 24, 2026 and October 8, 2026 respectively.
| Parameter | BNY Pershing Access | Olistico Wealth |
|---|---|---|
| Price | Free | Free |
| Rating | 1.7 (69 ratings) — better | — |
| Positive reviews | 6.8% of reviews | — |
| Number of ratings | 69 — better | — |
| Update frequency | Every 3 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, Apple Watch | iPhone, iPad, iPod |
| Requires iOS | 17.0 | 15.5 — better |
| Further details — not scored | ||
| Size | 9 MB | 141 MB |
| Age rating | 4+ | 4+ |
| Developer | The Bank of New York Mellon Corporation | Olistico Wealth, LLC |
In-app purchases
BNY Pershing Access
No in-app purchases
Olistico Wealth
No in-app purchases
Questions
Is BNY Pershing Access free?
Is Olistico Wealth free?
Do BNY Pershing Access or Olistico Wealth have ads?
Which is updated more often, BNY Pershing Access or Olistico Wealth?
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