About
BNY Mellon Wealth Management
Getting
Started
Login
ID and Password
Downloading
Account Information
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
wealth planning, investment management, and financial management services for wealthy
individuals, families, family offices, charitable gift programs, endowments and
foundations.
Where are BNY Mellon Wealth
Management offices?
BNY Mellon maintains Wealth
Management offices across the nation. Please visit our Locations page for a detailed
listing.
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 and a local representative will follow up with you.
The Bank of
BNY Mellon Shareowner Services group
provides comprehensive shareholder services, including employee stock purchase
plans. Please visit
www.melloninvestor.com or www.stockbny.com for account access.
How do I find out about job
opportunities at The Bank of
We invite you to visit our Careers
page at www.bnymellon.com/careers to view job listings and information about
working at The Bank of New York Mellon, and to access our online resume center.
How do I get access to my accounts on
BNY Mellon Wealth Management's Private Workbench?
To obtain a Login ID and password, please use our self enrollment tool found on the Login screen. Self enrollment 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?
Private Workbench account access requires that you are an account owner to self enroll.
Additionally, 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 for which you would like access.
What is the process for logging on to
the site?
To log in to the site you will need a valid Login ID and password. (Please see How do I get access to my
accounts on BNY Mellon Wealth Management's Private Workbench.) You may enter your
Login ID and password on the homepage or though the Client Access tab.
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
We recommend a 128 bit encryption browser and a connection faster than a 56K
modem.
What is
Dual Factor Authentication security?
Dual Factor 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 Dual Factor Authentication security to comply with Federal regulations.
Since The Bank of New York Mellon has implemented Dual Factor Authentication
security on this site, , the first time you log in you will be required to register
your userid by selecting a Site key and entering a caption for the Site key,
answering 3 questions of your choice from a list and entering at-least a phone
number and a primary email address. The Site key will be used as an anti-phishing tool to verify that you are on the right site.
Additionally, if you access the site from an unrecognized computer,
a new browser or a new location, the security questions will help to verify your identity.
Please contact the
After completing this process, if you then log into the Private Workbench website from another computer,
a new browser or another location, you will need to answer 1 of the 3 selected Security Questions.
Upon successfully answering the challenge question, you will be asked whether you wish to have the
system store the profile of the other computer, browser or location. On completing the challenge
questions you will be asked to confirm your site key and caption and then enter your password to access Private Workbench.
To enroll for the Forgotten Password service, please visit the Forgotten Password page in the settings tab.
In order to enroll for FPS you will need to answer all 8 questions on the FPS page and hit the Submit button.
You will be presented with 3 out of the 8 questions when requesting a temporary password.
If you have not enrolled for the Forgotten Password service and want to reset your password please contact the
How do I change my password?
In order to
change your password, you first will be required to enter your old password for
the system to authenticate you as a valid user. You then will be asked to enter
a new password and verify that password before you are allowed access to the
site. This password is case sensitive and must meet the following criteria:
· between 8-18 characters long
· no spaces
· at least 1 numeric character
· at least 1 letter
· cannot be the same as your Login ID
For
security purposes, please remember to keep your password private. Once you have
successfully logged in, you will be able to change your password at a maximum
of once every three days by clicking on the change password prompt at the upper
right-hand corner of the screen.
Can I change my Login ID?
At this
time you will not be able to change your Login ID once you have accessed BNY
Mellon Wealth Management Private Workbench. Enhancements may be made to the
site at a later date that could make this possible.
What should I do if I forget my
password?
If you forget your password,
simply click on the Forgot Password link on the login page or on the Enter Password option.
You will be prompted to enter your user name and e-mail address. The next screen will ask you
3 of the 8 Forgotten Password Service Questions you answered when enrolling for the service under
the Settings tab. After you answer the Security Questions correctly, an e-mail will be sent to
you with a new temporary password and a link to the Web site where you can proceed to log in.
If you are unable to answer the questions, contact our Phone Center at (800) 880-5631.
A Phone Center technician will validate your identity and reset your password so that you
may log back in to the site. Remember that the Phone Center will be providing you with a
temporary password that you will be asked to change once you re-enter the site.
What is the password reset service?
The
password reset service was developed to allow you to receive a new password
automatically should you ever forget your password. The first time you log in
to the site you will answer Security Questions. Later, if you forget your
password, you can click on the Forgot Password link to receive a new temporary
password. You will provide your user name and e-mail address and then answer 3
of the Security Questions you answered when you first logged in. When those
questions are answered correctly, an e-mail will be sent to you with a new
temporary password and a link to the Web site where you can proceed to log in.
You will then be prompted to change your password to one of your choosing. (See
question above, How do I change my password?).
Why can't I view the site's secured
pages with my AOL 6.0 Web browser?
The AOL 6.0 browser screen name must
have the parental controls set to "General Access (18 and older) [which]
allows access to all Web sites. Recommended for Adults" in order to see
secured Web sites.
For further information on setting up AOL 6.0 parental controls, connect to the
Internet using AOL 6.0 and type in the keyword: "parental controls".
Will I be able to see all of my
accounts?
You may access any of the accounts
for which you have full discretionary control. Once you have entered your login
ID and password, these accounts will be displayed in the "Portfolio"
section. You may choose the accounts
that you want to view. If an account for
which you have discretionary control is not displayed, you should contact your
relationship manager.
Can I view combined financial information
across all my accounts?
Yes, you can combine the financial
information for all of your online accounts. To do so, go to the Create a group
screen in the Portfolio section, and create a group of the accounts you wish to
see together. In this way, you can view
your combined portfolio across all the accounts that you have online when you
return to the account selection dropdowns.
How current is the account
information on the Web site?
With the exception of private banking and cash
management information, which is real-time, the account information displayed
on the Web site is current as of the prior business day. Account information is refreshed daily, and
is unavailable on the site until it is updated from our accounting system. For example, on Tuesday morning, we refresh
the site with Monday's closing information. Therefore, if you log in prior to
this update, you would be viewing Friday's (or the prior business day's)
information until the update was completed.
Why is the information on the Web
site different from my monthly statement?
The information on the Web site is
current as of the previous business day, while your monthly statement reflects
balance information as of the end of each month. In order to ensure that you
are comparing the same "view," you need to compare the balance on the
monthly statement with the balance that was on-line the day the monthly
statement was printed. In addition, you
need to make sure that the on-line view is for the same account that is
reflected in your statement. There may
be occasional differences between your paper-based monthly statement and the
reports on the Web site due to a slight difference in how some transactions are
reported. On the monthly statement,
trades are reported once they have been settled - in other words, once the
position has been paid for or proceeds have been received. On the other hand, account information on the
Web site is reported as soon as the trade has been made (i.e., details have
been agreed upon, but funds have not been advanced or received). This may sometimes lead to differences
between the paper-based statement and the Web reports at the end of the month.
Any questions or concerns should be brought to the attention of your portfolio
manager.
What should I do if I think the information
in my account is incorrect?
If you feel that any investment
information on your account is incorrect, please contact your relationship
manager. Please remember that your
relationship manager is available to assist you during normal business hours. If you have questions about your private banking and cash
management accounts, please call (800) 880-5631 for assistance.
Downloading Account Information
What is the download feature on this
site?
Downloading is a free service that allows
you to track your finances using Open Financial Exchange (OFX) supported
applications such as Quicken® (versions 2006, 2007, 2008) and Microsoft® Money
(versions 2006, 2007 and 2008), as well as download a CSV file for use in
applications such as Microsoft® Excel. You can download the last 90 days of
transaction history, ending with the "as of" date from the select
accounts screen. Cash balances and positions will also be as of that date.
How do I get started with
downloading?
You may use the following
applications: Quicken (versions 2006, 2007 and 2008), Money (versions 2006,
2007 and 2008) or Microsoft® Excel. However, in order to download your
financial data, you must log on to the BNY Mellon Wealth Management Web site
using your existing, unique Login ID and Password. To obtain a Login ID and
Password contact our Phone Center at (800) 880-5631, Monday through Friday from
8:00 AM to 9:00 PM, Eastern Time or Saturday or Sunday 10:00 AM to 6:00 PM. You
can also contact our
What amount of memory is recommended
for downloading?
We recommend at least 256 megabytes
of RAM (random access memory) for good performance importing transactions into
Quicken, Money or Excel.
What are the requirements to use this
service?
You must have a BNY Mellon Wealth
Management account, access to the client Web site via a unique Login ID and
Password and a 128-bit browser to download your financial data.
Is the information that I download
secure?
Your Login ID and Password ensure
that you receive the correct data and that no one else can access your
information. In addition, the
information that you download from the BNY Mellon Wealth Management Web site
into Quicken or Money is encrypted. The
download service uses 128-bit encryption, the latest and most secure form of
data encryption supported on the Internet.
What if there is a discrepancy
between my download data and my account statement?
Since Quicken, Money and Excel are
third-party software applications, we recommend that you verify all information
against your BNY Mellon Wealth Management account statement, which is the
official source of account information.
Additionally, the number of shares and the share price of an individual
security or mutual fund on the client Web site are only reported out to two
decimal places. If the actual decimal associated with the fractional shares or
price extends out further than two decimal places, the Web site will round the
number, which may cause a discrepancy between the data downloaded and the
client statement.
Will I be able to download all of my
accounts?
You may download any of the accounts
you are able to view. However, you can
select only one account at a time for downloading data. Once you have entered your Login ID and
Password, these accounts will be displayed in the "Portfolio" section
and you may choose the account that you want to download. If an account for which you have
discretionary control is not displayed, you should contact your relationship
manager to correct this situation.
Can I download combined financial
information across all my accounts?
You can download financial
information for all of your accounts; however, you may only download one account
at a time. If you have selected more
than one account, you will receive an error message asking you to select one
account.
What versions of Quicken or Money
does BNY Mellon Wealth Management support?
We support the 2006, 2007 and 2008 versions
of these software applications.
Is Quicken or Money compatible with
Macintosh systems?
Quicken has a Macintosh version. We support the 2006, 2007 and 2008 versions
of Quicken for Macintosh.
How do I set up my BNY Mellon Wealth
Management account in Quicken or Money?
In Quicken, even though there is an
option for Single Mutual Fund, the best way to set up your Private Wealth
Management account is to select the cash management choice. In Money, all
investment accounts are set up the same way.
Why do some transactions in
transaction history appear multiple times in Quicken or Money?
Certain transactions, especially
reversals, require special handling for the software to report them
correctly. If you have questions
regarding these types of transactions, please contact our Phone Center at (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. You can contact our
How do I find out more information on
Quicken or Money?
For additional information on Quicken
or Money click on one of these links:
http://www.intuit.com/support/quicken
http://www.microsoft.com/money
How can I be sure that my financial information is secure?
We consider the opportunity to meet your
financial needs a great privilege, one that comes with considerable responsibility. In addition
to investing your financial assets, it also is our job to safeguard your sensitive and confidential
information. In order to safeguard your information we have also introduced the Dual Factor
Authentication security feature which will provide an anti-phishing mechanism which will enable
you to know that you are on the BNY Mellon Wealth Management site and will verify your identity by
challenging you with a question that you answered when enrolling for the new security feature.
Is my e-mail correspondence with my team secure?
Regular e-mail to and from your portfolio
team passes through non-secure Internet space, and therefore we cannot guaranty its security.
For this reason we recommend that you use our secured messaging service to communicate with your portfolio team.
What should I do if I feel an unauthorized person has access to my password?
If you suspect that an unauthorized
person has access to your password, please inform your relationship manager immediately or contact our
How can I be sure that my financial
information is secure?
We consider the opportunity to meet
your financial needs a great privilege, one that comes with considerable
responsibility. In addition to investing
your financial assets, it also is our job to safeguard your sensitive and
confidential information.
Is my e-mail correspondence with my
team secure?
Regular e-mail to and from your
portfolio team passes through non-secure Internet space, and therefore we
cannot guaranty its security. For this
reason we recommend that you use our secured messaging service to communicate
with your portfolio team.
What should I do if I feel an
unauthorized person has access to my password?
If you suspect that an unauthorized
person has access to your password, please inform your relationship manager
immediately or contact our
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 (click on "Contact Us" at
the top right-hand corner of any page) 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
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. However, you can contact
our
How do I reach the
The