BNY Mellon | Pershing Access 4.0.32

Pershing Advisor Solutions LLC – Freeware – iOS
out of 37 votes

Streamlining Investment Management with BNY Mellon | Pershing Access

Peter Salakani

01/18/2025

BNY Mellon | Pershing Access offers financial advisors an efficient platform for managing client portfolios and enhancing the investor experience, though it may have a steep learning curve for new users.

Gain convenient access to your BNY Mellon | Pershing custody accounts with our mobile services. Our name may appear on your statements and trade confirmations, where we operate discreetly in support of your advisor's efforts to provide you with personalized advice.

Advisor Solutions, a branch of Pershing Advisor Solutions LLC and BNY Mellon, N.A., delivers operational, technological, and client-centric assistance. Pershing LLC offers clearing, brokerage custody, and related services, while BNY Mellon, N.A. manages bank custody. With a shared goal of safeguarding, servicing, and reporting assets for investors, our dedicated team ensures the security of your investments.

Our mobile app enables you to:

Review account statements, trade confirmations, and tax documents
Access balances, portfolio holdings, activity summary, cash flow projections, and tax details instantly
Obtain a comprehensive account overview from the home screen
Manage bill payments through Bill Suite™ with single sign-on
Safely reset passwords as needed
Explore stock quotes, news updates from top sources, and research on stocks, options, and mutual funds
Deposit checks into eligible investment accounts via our mobile check deposit feature

Pershing LLC (member FINRA, NYSE, SIPC), Pershing Advisor Solutions LLC (member FINRA, SIPC), and BNY Mellon, N.A. (member FDIC) function as subsidiaries of The Bank of New York Mellon Corporation.

Overview

BNY Mellon | Pershing Access is a Freeware software in the category Business developed by Pershing Advisor Solutions LLC.

The latest version of BNY Mellon | Pershing Access is 4.0.32, released on 07/06/2024. It was initially added to our database on 03/10/2024.

BNY Mellon | Pershing Access runs on the following operating systems: iOS.

Users of BNY Mellon | Pershing Access gave it a rating of 2 out of 5 stars.

Pros

Robust trading platform with advanced tools for financial advisors and investment managers.
Comprehensive reporting features that help in managing client accounts effectively.
Strong compliance support which aids in adhering to regulatory requirements.
User-friendly interface that simplifies navigation and usability for advisors.
Access to a wide range of investment products and services including mutual funds, ETFs and alternative investments.

Cons

Can have a steep learning curve for new users unfamiliar with wealth management software.
Higher fees compared to some other platforms which may deter smaller firms or independent advisors.
Limited integrations with third-party applications which may restrict flexibility in workflows.
Occasional system outages or performance issues that can impact real-time trading and client management.
Customer support may be slow to respond during high-demand periods.

Peter Salakani

I'm Peter, a software reviews author at UpdateStar and content specialist with a keen focus on usability and performance. With a background in both software development and content creation, I bring a unique perspective to evaluating and discussing general software topics. When I'm not reviewing software, I enjoy staying updated on the latest tech trends, experimenting with new applications, and finding innovative solutions to everyday tech challenges.

Latest Reviews by Peter Salakani

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Latest Version
4.0.32

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