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Onboarding Instructions and Forms
Onboarding of New Bank Client Money Market Accounts
If application completed by the Intermediary for Omnibus, Nominee Name, or Fully Disclosed Registrations:
- Complete the Financial Intermediary Account Application – Money Market Mutual Fund signed by the Intermediary and return to Institutional Services.
- If the account will be registered using the shareholder’s Tax ID, a valid IRS Form W-9 (most current version posted on the IRS website) signed by the shareholder, must accompany the application.
If application completed by the Shareholder for Fully Disclosed Registrations (Not required if Intermediary Application completed):
- Complete the Dreyfus Money Market Direct Account Application signed by the Shareholder and return to Institutional Services.
NOTES FOR CORPORATIONS (Shareholder application only):
- Include a copy of Certified Articles of Incorporation or a copy of a Certificate of Good Standing from the state of incorporation, issued within the last six months. These documents are not required for a publicly traded company.
- A copy of a Corporate Resolution or Certificate of Incumbency or Secretary Certificate may be accepted in lieu of the information required in Appendix A of the Dreyfus Money Market Direct Account Application.
- If not included as part of the documentation above, you can add authorized traders by providing a letter of instruction listing the traders, signed by an authorized party on the account.
If you are completing this application electronically, all items may be filled in electronically. The completed and signed application should be sent to dreyfusserv@bnymellon.com. If you would like us to review your application prior to submission, please contact us at 1-800-346-3621 option 1 or your relationship manager.
Onboarding New Broker-Dealers
- Contact Institutional Services at 1-800-346-3621 option 1 or your relationship manager to initiate a request for a new dealer code.
- A standard Broker-Dealer Selling Agreement & Intermediary Information Form for Broker-Dealers will be e-mailed directly to you.
- Complete and return to Institutional Services:
- Two signed original Broker-Dealer Selling Agreements
- Intermediary Information Form for Broker-Dealers (this form contains questions regarding general firm and customer information, key firm contacts as well as regulatory information)
- A copy of your firm's Form B-D
Onboarding New Broker-Dealer Money Market Accounts
If application completed by the Intermediary for Omnibus, Nominee Name, or Fully Disclosed Registrations:
- Complete the Financial Intermediary Account Application – Money Market Mutual Fund signed by the Intermediary and return to Institutional Services.
- If the account will be registered using the shareholder’s Tax ID, a valid IRS Form W-9 (most current version posted on the IRS website) signed by the shareholder, must accompany the application.
If application completed by the Shareholder for Fully Disclosed Registrations (Not required if Intermediary Application completed):
- Complete the Dreyfus Money Market Direct Account Application signed by the Shareholder and return to Institutional Services.
NOTES FOR CORPORATIONS (Shareholder application only):
- Include a copy of Certified Articles of Incorporation or a copy of a Certificate of Good Standing from the state of incorporation, issued within the last six months. These documents are not required for a publicly traded company.
- A copy of a Corporate Resolution or Certificate of Incumbency or Secretary Certificate may be accepted in lieu of the information required in Appendix A of the Dreyfus Money Market Direct Account Application.
If you are completing this application electronically, all items may be filled in electronically. The completed and signed application should be sent to dreyfusserv@bnymellon.com. If you would like us to review your application prior to submission, please contact us at 1-800-346-3621 option 1 or your relationship manager.
Onboarding New Corporate Accounts
- Contact Institutional Services at 1-800-346-3621 option 1 or your relationship manager
- Complete and return to Institutional Services:
- Dreyfus Money Market Direct Account Application
- Copy of Certified Articles of Incorporation or copy of a Certificate of Good Standing from the state of incorporation, issued within the last six months. These documents are not required for a publically traded company.
Notes for Corporations
- If not included as part of the documentation above, you can add authorized traders by providing a letter of instruction listing the traders, signed by an authorized party on the account.
- If you are completing this application electronically, all items may be filled in electronically. The completed and signed application should be sent to dreyfusserv@bnymellon.com. If you would like us to review your application prior to submission, please contact us at 1-800-346-3621 option 1 or your relationship manager.
Questions?
Contact Institutional Servicing (8:30am - 5:00pm ET, Mon - Fri)
Banks, Broker-Dealers, & Corporations
1-800-346-3621
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This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.
Dreyfus is a division each of BNY Mellon Investment Adviser, Inc. and Mellon Investments Corporation and is one of the industry's leading institutional managers of money market strategies. Dreyfus provides institutional investors and intermediaries access to a broad array of domestic and offshore money market funds and cash investment solutions to help meet any cash management need. BNY Mellon Investment Adviser, Inc., and Mellon Investments Corporation are companies of The Bank of New York Mellon Corporation.
MIC-297172-2022-08-30
