If you do not agree to the terms of this Online Privacy Statement, please do not provide us with any information and do not use the Site. By using the Site and voluntarily providing your personally identifiable information to us, you consent to the collection and use of such personally identifiable information as set forth in this Online Privacy Statement.

This Online Privacy Statement is in addition to any other agreements between you and BNYM WM Advisory Services, including any customer or account agreements, and other agreements that govern use of your personally identifiable information. 


Cookies are small pieces of information that are passed through a browser and stored on your hard drive for later retrieval. This Online Privacy Statement is effective as of the date listed above.  We may revise this Online Privacy Statement at any time so please check from time to time for such revisions.  Any changes to this Online Privacy Statement will be effective as of the date they are posted.  If you have specific questions regarding this Online Privacy Statement or any information you have submitted via the Site, including if you wish to review and/or make any changes to any personally identifiable information we have collected from you through your use of the Site or that you have provided to us, please do not hesitate to contact us at


The Site permits you to contact us.  If you wish to contact us through the Site, we request that you provide us with certain personal information including your first name, last name, phone number, e-mail address and mailing address. Whenever you contact us through the Site, you may choose to include in the text of your message any additional information. For example, you may choose to provide your BNYM WM Advisory Services account number or other information necessary or helpful for us to address your query or other concern. Please note that if you provide us with the personal information of an individual other than yourself, you are representing to us that you have the consent of that individual or are otherwise authorized to do so.

We also use cookies, web beacons and similar technologies (collectively “Cookies”) to track and store information, including your IP address (a number assigned to your computer when you use the Internet), the operating system installed on your device, the browser types used on your device and your activity while using the Site, which is provided to us by your browser and by our software application when you use the Site.  Some of our third party service providers also track and store your information via Cookies when you visit or use the Site.  Such service providers have agreed to confidentiality restrictions and only use the personal information they collect on our behalf and solely for the purpose of providing the contract service to us.

A Cookie is a small piece of information that a website stores on the web browser on your device and can later retrieve. "Session" Cookies are temporary and will expire at the end of a browser session; that is, when you leave a website. Session Cookies allow a website to recognize you and carry information as you navigate between pages during a single browser session and allow you to use the website more efficiently. "Persistent” Cookies remain in the Cookie file of your browser even after you leave a website and after the browser is closed. They enable a website to recognize you on your return, remember your preferences and provide tailored services to you. A Cookie will not contain information that will enable us to contact you via telephone, e-mail, or other means.

Cookies on the Site are used to:

  • Remember preferences that you submit, as well as those generated from your usage data (such as pages you visit on the Site),
  • Measure your use of the Site so that we can improve its quality and enhance your overall experience, including tracking page views, time and date of Site access, and other usage data, and identifying your operating system and browsing type (but not other information about your computer or the programs on it) and your general geographic location,
  • Diagnose problems with the Site, and
  • Allow you to share certain information on the Site via social media bookmarking buttons, e-mail or on social networking sites. 

Most browsers are initially set to accept Cookies. However, you have the ability to change your internet browser settings. It may also be possible to configure your browser settings to enable acceptance of specific Cookies or to notify you each time a new Cookie is about to be stored on your device enabling you to decide whether to accept or reject the Cookie. You can also disable Cookies by configuring your browser setting to reject Cookies. Please refer to the help section of your browser for instructions on disabling Cookies.  For more information about Cookies, how they work, why they are so useful and how to disable them, please visit

If you do not wish to accept Cookies from this Site please either disable them or refrain from using this Site.  You should be aware that disabling Cookies may affect the appearance of the Site on your device and limit your browsing experience (including reduced functionality) and you may be prevented from using some or all of the Site.

In addition to the above uses, we may use your information for the purpose of conducting business with you; managing our relationship with you; to respond to an inquiry from you or address a request submitted by you (including contacting you directly to request additional information to process your inquiry or request); contact and provide you information regarding BNYM WM Advisory Services and/or our business partners and affiliates; to correspond with you regarding the Site, products or services; to inform you of developments in our company or with our services that we believe may be of interest; to comply with applicable laws and requests of relevant regulatory and law enforcement and/or other governmental agencies; to enforce our Terms of Use; and/or to protect the rights, property, or safety of BNYM WM Advisory Services, our users, and others. 


We do not sell or rent your personally identifiable information to third parties. We share your information only with our affiliates, our third party service providers that have agreed to confidentiality restrictions and to use any personal information they collect on our behalf solely for the purpose of providing the contracted service to us, and as otherwise described herein in order to (i) provide you with our services; and (ii) comply with all applicable laws, regulations and rules, and requests of law enforcement, regulatory and other governmental agencies (including to prevent or investigate fraud, illegal activity or misuse of this Site). We may also share your information with third parties for other purposes if we have notified you in advance and obtained your consent (which may be express or implied, depending on the circumstances) or you have requested or authorized us to do so. In addition, we may share in aggregate, statistical form, non-personal information regarding the visitors to the Site, traffic patterns, and Site usage with our third party service providers, affiliates and advertisers.

We may also export your information to other jurisdictions where we, or our service providers, do business, including the United States.

BNYM WM Advisory Services may, in the future, seek financing, refinancing or insurance coverage, or sell or otherwise transfer some or all of its assets to a third party. Your personally identifiable information, technical information about your device or browser and/or other anonymous information we obtain from you via the Site may be disclosed to one or more third parties in connection with any of the foregoing, and may be among the assets transferred to a third party purchaser of such assets.


We may use third party advertising companies to serve ads on our behalf on other websites across the Internet. In order to measure and track the effectiveness of such ads, these companies typically use Cookies; so a Cookie may be set in the Cookie file of your browser when you click on one of our ads or visit a webpage associated with our ad campaigns. These companies may also use and measure information about your visits to our Site as part of this same process.  The information provided to us by these companies about you will be de-identified.


The Site may reference or provide links to third party websites (including social media bookmarking buttons that enable you to share certain content on our Site). We are not responsible for the third party websites, and you should review the terms of use, cookie policies and privacy policies posted on such sites. Please be aware that BNYM WM Advisory Services does not control, nor are we responsible for, the privacy policies or information practices of third parties or their websites.  When you use the third party links provided on the Site these third parties may collect personal information about you, or your online activities over time and across different websites.


We utilize reasonable security technologies to protect sensitive information. However, the security of this information depends in part on the security of the computer you use to communicate with us, the security you use to protect any User IDs and passwords you are required to create in order to access areas or features of the Site, and the security provided by your internet access services provider. We are not responsible for the security of your internet access services provider; you should review the security and privacy policies of your internet access services provider carefully. Information that you access via this Site may be stored on your computer during your session for your convenience. If others have access to your computer or your User ID and password, they may be able to access this information. We are not responsible for the security or privacy of information communicated to or from such a computer. Finally, you should keep any correspondence you receive relating to this Site or the Services (including, but not limited to emails, or any other information) confidential and in a safe place.


We respect the privacy of your children and do not knowingly collect or retain personally identifiable information from children under the age of 13 through this web site.


We collect, use, retain and share with third parties information we receive through this Site in accordance with the above sections entitled Collection And Use Of Your Information (Including via Cookies) and Sharing of Your Information.  The Site currently does not respond to “do not track” signals or similar mechanisms.  For information about whether third parties may collect personal information about you, or your online activities over time and across different websites see the above section entitled Third Party Websites.  If you have specific questions regarding this Online Privacy Statement or any information you have sent via the Site, please do not hesitate to contact us at This Online Privacy Statement was last updated on the date listed at the top.