View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
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, track expenses, and monitor investments in real time. Set financial goals and receive alerts. Schedule payments and access transaction history. Securely manage multiple accounts and view detailed reports.
