About BNY Mellon Wealth Management
Getting Started

Login ID and Password

Contacting BNY Mellon Wealth Management

 

 

About BNY Mellon Wealth Management

 

What type of client does BNY Mellon Wealth Management serve?

BNY Mellon Wealth Management provides investment management, wealth and estate planning, private banking and asset management and information reporting to wealthy individuals and families, family offices, planned giving programs, endowments and foundations.

 

Where are BNY Mellon Wealth Management offices?

BNY Mellon Wealth Management has offices across the U.S. and in London, Hong Kong, the Cayman Islands and Toronto. Please visit our Contact Us page for a complete listing of office locations and phone numbers.

 

How do I learn more about BNY Mellon Wealth Management services?

To learn more about BNY Mellon Wealth Management services, please request more information through our Contact Us form or call us at 877-267-0198.

 

The Bank of New York Mellon formerly managed my stock option plan or was the stock transfer agent for shares I hold. Where do I login?

The Shareowner Services business of BNY Mellon was acquired by Computershare at the end of 2011. Your records are now managed by Computershare.

 

How do I find out about sales and other career opportunities at BNY Mellon Wealth Management?

We invite you to visit our Careers page to view job listings and information about working at BNY Mellon Wealth Management. If you are interested specifically in new business development, please visit our Wealth Management Sales page. For all BNY Mellon job postings and to access our online resume center, please visit BNY Mellon Careers.

 

 

Getting Started

 

What browsers are recommended for using the site?

For the PC:
· Internet Explorer 8.0 or 9.0
· Firefox 9.0.1 or 10.0
For the Mac:
· Safari 5.0
For the iPad:
· iOS version 5.0.1

 

How do I get access to my accounts on BNY Mellon Wealth Management's Private Workbench?

To obtain a Username and Password, please use our Self Enrollment tool, which is available for current account owners. If you are not an account owner, please contact your relationship manager to inquire about access to the site.

 

What do I need to self-enroll?

You must be a current account owner to self-enroll in Private Workbench. To verify your identity and enable account access, you will need to provide part of your social security number and an account number for each account type you would like to access.

 

 

Login ID and Password

 

What is the process for logging into the site?

To log in to the site you will need a valid Username and Password. Enter your Username and select a “Start in” page on the Login tab in the upper right corner; then hit Continue. You will be asked to confirm the Personal Security Image and Caption you selected when you first set up account access, then enter your Password.

 

What does BNY Mellon do to protect your identity?

Stronger Authentication is an added layer of security for Internet applications containing non-public information. The Federal Financial Institutions Examination Council (FFIEC) requires Web sites such as bnymellonwealthmanagement.com to add a form of Stronger Authentication security to comply with Federal regulations.

Since The Bank of New York Mellon has implemented Stronger Authentication security on this site, the first time you log in you will be required to register your Username. Please contact the Phone Center if you have any questions about this process at 800-880-5631.

 

NOTE: BNY Mellon Wealth Management will never make unsolicited requests for a client’s electronic banking credentials. For additional security information, please navigate to the SECURITY link on this webpage.

How can I protect my User Id and Password?

  • Utilize strong passwords with at least 10 characters that include a combination of mixed case letters, numbers and special characters
  • Do not share with others usernames and passwords for online banking systems
  • Use a different password for online banking sites than you might use for email and other Internet activities
  • Verify use of a secure session (https not http) in the browser for all online banking
  • Do not "script" usernames and passwords for online banking to allow for automatic logins
  • Install commercial anti-virus, desktop firewall, and intrusion detection software on all computer systems and apply updates regularly
  • Ensure computers are patched regularly particularly operating system and key application with security patches
  • Always activate the screensaver locking feature when you need to leave your computer unattended
  • Where practical, carry out online banking activities from a stand-alone and locked down computer from which e-mail and Web browsing are not possible
  • Never access bank, brokerage or other financial services information from public kiosks such as those found at Internet cafes, public libraries, and airports
  • Keep abreast of the continuous cyber threats that occur
  • Contact your financial institution for more information

What should I do if I forget my password?

To enroll in the Forgotten Password Service (FPS), please visit the Forgotten Password page in the Settings tab. You will need to answer all 8 questions on the FPS page and hit the Submit button. Going forward, if you need to request a temporary password, click on the Forgot Password link on the Login page and you will be presented with 3 of the 8 questions to answer. If you answer the questions correctly, an email will be sent to you with a new temporary password and a link to the Web site where you can log in.

If you are unable to answer the questions, or have not enrolled in FPS, please contact our Phone Center at 800-880-5631. A Phone Center technician will validate your identity and reset your password. Remember that the Phone Center will be providing you with a temporary password that you will be asked to change once you enter the site.

 

 

Contacting BNY Mellon Wealth Management

 

How can I send BNY Mellon Wealth Management feedback about the Web site and the services currently being offered?

We would greatly appreciate any feedback you have. You can send us feedback over the Internet using our Contact Us form or call your relationship manager to share your ideas and views.

 

Whom do I call if I have a question about the financial information related to one of my accounts?

As is always the case, if you have any questions about your account relationship, you should contact your relationship manager directly.

 

Whom do I call if I am unable to view my account information online?

If you are unable to view your account information or are having trouble logging in, please contact our Phone Center at 800-880-5631, and one of our technicians will help you resolve the problem. Phone Center technicians are available Monday through Friday from 8:00 AM to 9:00 PM Eastern Time and Saturday or Sunday 10:00 AM to 6:00 PM Eastern Time. However, you can contact our Phone Center beyond these hours and leave a voicemail. One of our technicians will return your call

 

Whom do I call for technical support issues?

If you have any technical issues related to our Web site, our Phone Center is available to assist you by calling 800-880-5631, Monday through Friday from 8:00 AM to 9:00 PM Eastern Time and Saturday and Sunday 10:00 AM to 6:00 PM Eastern Time.

 

How do I reach the Phone Center from outside the United States ?

The Phone Center can be reached from outside the U.S. by calling 412-485-3024. The Phone Center is available to assist you Monday through Friday from 8:00 AM to 9:00 PM Eastern Time and Saturday and Sunday 10:00 AM to 6:00 PM Eastern Time.