Best Bny Pershing Access Apps

1.7(68 ratings)

Free

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

NetXInvestor™ Mobile by Pershing, LLC

Strong Contender

1.8😞(367 ratings)

Free

Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.

What We Love

✅ Mobile check deposit functionality
📊 Portfolio monitoring and tracking
🔒 Multi-factor authentication security
📱 Basic trading capabilities
💼 Account balance visibility
🎯 Clean interface when working (for some users)

Room to Improve

🐛 Frequent crashes and instability
⏱️ Extremely slow loading times
🚫 App won't open or launch
📉 Severely outdated interface design
🔌 Poor compatibility with latest iOS versions
❌ Lacks real-time price updates (15+ min delay)
🔐 Face ID authentication fails consistently
📊 Missing critical financial metrics (YTD earnings, S&P comparison)
🔗 No integration with other financial apps
⚙️ Requires reinstall/restart frequently
🎨 Poor UI/UX design and navigation
📱 Not a native app (wrapped webview)
🔄 Device 'remember' feature doesn't work
📋 Confusing and non-intuitive layout

BNY Wealth Online by The Bank of New York Mellon Corporation

Worth Considering

HR for Employees & Managers

3.1(23 ratings)

Free

Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.

More Bny Pershing Access apps to explore

ADP Mobile Solutions

View pay & W2 statementsRequest and approve time offTrack time & attendance (punch in/out, timesheets)

Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.

💼 Business

(4.4M)

Personal Finance and Invest

U.S. Bank Mobile Banking

Manage accounts and cardsSend and request money with Zelle®Deposit checks with increased limits

Manage your finances, monitor cash flow, and send money securely. View account balances, deposit checks, pay bills, and track spending. Get personalized insights and explore banking products and investments.

(2.1M)

Digital Banking Solutions

PNC Mobile Banking

Check account balances and transactionsSecure sign-on with biometricsSend money with Zelle®

Manage your finances on the go with this mobile banking app. Check balances, transfer funds, deposit checks, pay bills, and send money securely. It also offers tools to track spending, set budgets, and manage savings goals.

(2M)

Revolut: Send, spend and save

Change the way you money

Multi-currency spending and transfersVirtual and physical card optionsStock trading with low minimums

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

(72K)

Robinhood Banking

Credit Card & Banking

3% cash back on all categoriesVirtual cards with disposable numbersSecure account management and card controls

This app offers a credit card with 3% cash back and virtual card numbers for private spending. It also provides banking services like high-yield savings, no-fee ATMs, and full-service banking without visiting a branch.

(93K)

Banking & Personal Finance

Marcus by Goldman Sachs®

High-yield savings accountsCDs with competitive ratesNo-penalty CDs

Manage your finances and grow your savings with competitive interest rates on various account types. Easily open accounts, add funds, and track your progress with helpful tools. All deposits are FDIC-insured for your peace of mind.

(265K)

SoFi: Bank, Invest & Crypto

Online Banking & Investing

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

(385K)

Seven Post Custodian Access

by Seven Post Investment Office LP

View account profiles and balancesTrack holdings and gains/lossesMonitor market value and cash availability

View your Pershing-custodied accounts directly on your mobile device. Access account profiles, balances, holdings, and historical statements. Exclusively for clients of Seven Post Investment Office.

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket

(1.2M)

Paycom

by Paycom

Manage HR and payroll tasksView employee informationTrack time and expenses

Manage HR and payroll tasks like checking schedules, requesting time off, and reviewing pay. Access employee information, track expenses, and complete training. Managers can approve requests and view team data.

💼 Business

(1.6M)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(113K)

Your money, when you need it!

DailyPay On-Demand Pay

Instant access to earned payReal-time earnings trackingFree credit score monitoring

Access your earned wages instantly, monitor your credit score, and build savings with automated tools. This app also offers curated deals and cash back on everyday purchases, all while providing 24/7 customer support.

(487K)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

(381K)

Fidelity workplace benefits

NetBenefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

(29K)

by The Bank of New York Mellon Corporation

BNY Brokerage Account

Secure account accessInvestment portfolio managementMobile check deposit

Manage your investment portfolio, deposit checks, and access market information securely on the go. This finance app provides optimized access to brokerage account features from your mobile device, ensuring you stay connected 24/7.

(1)

Computershare Investor Center

Shareholding, secure & simple

Access portfolioDownload tax formsTrack investments

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

This innovative mobile payment app goes beyond traditional banking, offering seamless financial transactions, payment solutions, and lifestyle experiences. It provides personalized services, ease of use, and a wide range of features from quick account opening to investment services and bill payments.

Quick account openingPersonalized dashboards and themesInvestment services

(118K)