Account Access & Forms

Access your Dreyfus accounts and get the forms and applications you need to open and manage your accounts.

Access Your Account

Use the links below for quick online access to your accounts.

 

Dreyfus Mutual Fund Account

DREYFUS MUTUAL FUND ACCOUNT

Access your account information, statements, conduct trades, go paperless and more. View account access guide.

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Dreyfus Lion Account (Brokerage)

DREYFUS LION ACCOUNT (BROKERAGE)

Access your brokerage account to conduct trades and research, track your portfolio, view statements and tax forms.

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Account Forms

Get the forms and applications you need to open and manage your accounts.

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ACH Debit and Credit Authorization Agreement Form Download SubscribeOrder
ACH Void Check Approval Form Download SubscribeOrder
IRA ACH and Fed Wire Standing Instructions Form Download SubscribeOrder
Brokerage Account Linkage Download SubscribeOrder
SelectLink/Combined Statement Mailing Download SubscribeOrder
Corporate Resolution Certification Download SubscribeOrder
Lion Cost Basis Election Form Download SubscribeOrder
Direct Deposit Authorization Form Download SubscribeOrder
Required Minimum Distribution Form Download SubscribeOrder
Full Trading Authorization with Privilege to Wtihdraw Money Form Download SubscribeOrder
Individual Transfer on Death Account Agreement Download SubscribeOrder
Investor Services Form Download SubscribeOrder
IRA Distribution Form Download SubscribeOrder
IRA Checking Form Download SubscribeOrder
Individual Retirement Account Beneficiary Designation Form Download SubscribeOrder
Dreyfus IRA Plan and Disclosure Download SubscribeOrder
Irrevocable Stock or Bond Power Download SubscribeOrder
Joint Transfer on Death Account Agreement Download SubscribeOrder
Limited Liability Company Resolution Certification Download SubscribeOrder
Mail Loss Affidavits Download SubscribeOrder
Margin Account Agreement Download SubscribeOrder
Multipurpose Certification Form Download SubscribeOrder
Name Change Form Download SubscribeOrder
Non-Corporate Resolution Certification Form Download SubscribeOrder
Partnership Account Form Download SubscribeOrder
Portfolio Evaluation Form Download SubscribeOrder
Power of Attorney Form Download SubscribeOrder
Sweep Prospectus Download SubscribeOrder
Third Party Release Form Download SubscribeOrder
Trust Account Certification Form Download SubscribeOrder
Limited Trading Authorization Form Download SubscribeOrder

The Dreyfus Corporation and MBSC Securities Corporation are affiliated with The Bank of New York Mellon Corporation. ©2018 MBSC Securities Corporation, distributor, 225 Liberty Street, 19th Fl., New York, NY 10281.

DRD-37815-2018-10-03