# Creative Planning vs BNY Pershing Access

The clearest difference is rating: Creative Planning at 2.0 against BNY Pershing Access's 1.7. Creative Planning also leads on iOS requirement (15.6 vs 17.0). On price, review sentiment, ratings volume and update cadence there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

Creative Planning holds the better App Store score, 2.0 against 1.7. Both are backed by a comparable volume of ratings — 46 and 68 respectively. Written reviews point the same way: 8% of Creative Planning's written reviews are positive against 7% of BNY Pershing Access's.

Creative Planning ships an update every 6 months, BNY Pershing Access every 3 months. The most recent releases landed on October 6, 2026 and October 8, 2026 respectively.

## The numbers

| Metric | Creative Planning | BNY Pershing Access |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[2.0 (46 ratings)](https://appshunter.io/ios/app/creative-planning/id476300597/reviews)** | [1.7 (68 ratings)](https://appshunter.io/ios/app/bny-pershing-access/id1486554730/reviews) |
| Number of ratings | 46 | **68** |
| Positive reviews | **8.3% of reviews** | 6.8% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 6 months | **Every 3 months** |
| Monetization | Free | Free |
| Size | 61 MB | 3 MB |
| Requires iOS | **15.6** | 17.0 |
| Devices | iPhone, iPad, iPod | iPhone, iPad, Apple Watch |
| Age rating | 4+ | 4+ |
| Developer | [Creative Planning, Inc.](https://appshunter.io/developer/476300600) | [The Bank of New York Mellon Corporation](https://appshunter.io/developer/420188109) |

## What reviewers say

### Creative Planning

[App page](https://appshunter.io/ios/app/creative-planning/id476300597)

Access your financial portfolio on the go. This app allows you to view your investments and financial plans from your mobile device.

**Highlights:** Portfolio access, Financial planning view, Mobile device compatibility

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


### BNY Pershing Access

[App page](https://appshunter.io/ios/app/bny-pershing-access/id1486554730)

Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.

**Highlights:** 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

**Features:** Apple Watch app, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is Creative Planning free?

Creative Planning is free to download, with no in-app purchases.

### Is BNY Pershing Access free?

BNY Pershing Access is free to download, with no in-app purchases.

### Which has better reviews, Creative Planning or BNY Pershing Access?

Creative Planning is rated higher. Creative Planning averages 2.0 out of 5 from 46 ratings, while BNY Pershing Access averages 1.7 from 68 ratings.

### Do Creative Planning or BNY Pershing Access have ads?

Neither Creative Planning nor BNY Pershing Access shows ads.

### Which is updated more often, Creative Planning or BNY Pershing Access?

Creative Planning ships an update every 6 months, and BNY Pershing Access every 3 months. Most recently, Creative Planning was updated on October 6, 2026 and BNY Pershing Access on October 8, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*
