BNY Mellon | Pershing Access vs BNY Wealth Online Usage & Stats

Get on-the-go access to your accounts held in custody at BNY | 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, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY, 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, N.A. (member FDIC) are subsidiaries on The Bank of New York Corporation.
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The Wealth Online mobile app is available to BNY Wealth clients enrolled in Wealth Online. You can securely manage and transact on consumer accounts as well as monitor investment accounts, all within our mobile app. With clear navigation, a customizable view of your entire relationship and the latest intraday pricing information, Wealth Online makes accessing your accounts easy. Investment accounts on the go: - Access your investment portfolio page, a detailed view of your accounts - View Investment Management account statements and tax documents - Transfer funds between your investment accounts - Add external accounts via My Wealth - Manage alerts Banking accounts on the go: - Monitor your account by viewing available balance - Search transaction history - Funds transfer and payments - Transfers between BNY and external banking accounts - Pay bills and manage payees - Send and receive money securely with Zelle® - Mobile check deposits - Debit card controls and alerts - Stop payments, check re-order, lost/stolen card reporting - Touch ID®, Face ID® or passcode for quick access If you are not currently enrolled in Wealth Online, please visit https://login.bnymellonwealth.com/enroll , or contact your BNY Wealth team to get started. Seller: The Bank of New York Mellon Copyright: ©2024 The Bank of New York Mellon. All rights reserved.
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BNY Mellon | Pershing Access VS.
BNY Wealth Online

December 15, 2024