Seven Post Custodian Access
Seven Post Investment Office LP Finance iPhoneiPadiPod touchApple Watch
Seven Post Custodian Access is a free Finance app for iPhone and iPad by Seven Post Investment Office LP. Rated 5.0/5 from 1 ratings. Requires iOS 16.0.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 4 MB
- Age 4+
- Updated
- Apr 10
- 2026 · v4.0.42
Screenshots
About Seven Post Custodian Access
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
What’s new
Version 4.0.42 · Updated April 10, 2026
The build contains bug fixes.
App privacy
The developer, Seven Post Investment Office LP, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
- Diagnostics: Crash Data
Used for: App Functionality
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