Pershing Advisor Solutions - N

2.6
22 reviews
5K+
Downloads
Content rating
Everyone
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About this app

"Get on-the-go access to your accounts held in custody at BNY Mellon | 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 Mellon, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY Mellon, 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 Mellon, N.A. (member FDIC) are subsidiaries on The Bank of New York Mellon Corporation.
"
Updated on
Feb 22, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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Ratings and reviews

2.6
22 reviews
Louis Duran
December 13, 2023
This app is very very slow. Update. Now I can't login to this app at all. Uninstalled and reinstalled. Can't login. Using same credentials on PC my login is fine. On the app it's broken. The app becomes unresponsive at the login screen. This is the most basic functionality not working. Lowered my original 3 star review to 1 star. Would give zero if possible
3 people found this review helpful
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Kieth Gould
October 26, 2021
Would love to give it 5 stars. I got a new phone and installed it. The finger print login is not available, it was on my old phone (both Samsung). Also decided to try the face recognition which it says it has, in place of finger print, and it never works and always disables itself when I try to use it. Please bring back the finger print option.
5 people found this review helpful
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Chris Stamp
July 28, 2022
This is one of the worst experiences I've ever had with a financial app. I cannot, after over 25 attempts and 2 different phones, get my rollover checks from Fidelity to deposit. If I can't get this resolved I'm taking my rather large nest egg elsewhere. I'm extremely disappointed Personal Capital would use such a terrible partner product.
6 people found this review helpful
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What's new

The build contains bug fixes