The app allows BNY Wealth clients to manage and transact on consumer accounts and monitor investment accounts. It provides access to account details, statements, and fund transfers, along with banking features like bill pay and mobile check deposits.
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
