As a BNY Mellon Wealth Online client, you'll enjoy:

Full Relationship Picture. Access all your BNY Mellon accounts in one convenient place.

Account Aggregation. Get a comprehensive view of your assets and liabilities by adding external accounts.

Customized Views. Arrange your accounts in the manner that makes the most sense for you.

Remote Collaboration. Securely share documents with your Relationship Manager via the File Vault.

E-Delivery. View and download monthly statements, tax forms and other important documents.

Thought Leadership. Read our latest thinking on the markets, economy and other wealth topics.

Interested in BNY Mellon Wealth Online?

You can sign up here, using our convenient self-enrollment tool.

The Wealth Online app is available for iPhone or Android.


The latest encryption technology to safeguard your data


Personalize views of your wealth, including external accounts


Access to your portfolio anytime, anywhere on desktop, tablet or phone

Integrated Private Banking Capabilities

Ready access to convenient private banking account management and money movement features.

  • View all activity including your available balance, recent and historical transactions
  • Move money between accounts, pay bills and make person-to-person payments 
  • Find nearby ATMs for cash  withdrawals and to make deposits at eligible ATMs
  • Deposit checks using your camera-equipped mobile device and our mobile banking application

We are here for you.

Need Help Enrolling or Accessing Wealth Online?
For assistance, contact our Wealth Online Support team.
Monday—Friday, 6:00 a.m. to 10:00 p.m. ET
Saturday—Sunday, 8:00 a.m. to 8:00 p.m. ET
Call us at (800) 880-5631.
Email us at or via the contact button below.