Direct access to view your accounts custodied at Pershing Advisor Solutions (a Bank of New York Mellon company) on your mobile device. Exclusively for clients of Seven Post Investment Office.

• Access your Pershing account profile, balances, holdings including realized and unrealized gains and losses and activity 
• Check the balances, holdings and activity for any entity or account group
• Review market value and cash available for that selected entity or account group
• Download and view historical account statements