BNY Pershing Access vs Sapient 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.
Sapient Wealth
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Sapient Wealth is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator
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Verdict
The clearest difference is update cadence: Sapient Wealth at every 5 weeks against BNY Pershing Access's every 3 months. 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, Sapient Wealth every 5 weeks. The most recent releases landed on July 25, 2026 and August 24, 2026 respectively.
| Parameter | BNY Pershing Access | Sapient Wealth |
|---|---|---|
| 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 5 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, Apple Watch — better | iPhone, iPad |
| Requires iOS | 16.0 | 16.0 |
| Further details — not scored | ||
| Size | 3 MB | 85 MB |
| Age rating | 4+ | 4+ |
| Developer | Pershing Advisor Solutions LLC | Sapient_ADP |
In-app purchases
BNY Pershing Access
No in-app purchases
Sapient Wealth
No in-app purchases
Questions
Is BNY Pershing Access free?
Is Sapient Wealth free?
Do BNY Pershing Access or Sapient Wealth have ads?
Which is updated more often, BNY Pershing Access or Sapient Wealth?
Other comparisons
