How To Invest With Us

 

Investing with us is easy. Find out how to open or invest in a mutual fund account,
IRA account or a BNY Mellon Brokerage Account.

How to invest in a Mutual Fund Account (Mutual Funds & Mutual Fund IRA's)

To make contributions or transfer to existing funds you may either sign in to your account, or

Call 1-800-782-6620 (Monday–Friday, 9am-5pm ET)

You may also send checks made payable to BNY Mellon Family of Funds and mail with an investment slip to:

BNY Mellon Shareholders Services
P.O. Box 534434
Pittsburgh, PA 15253-4434

For overnight or certified mail:

BNY Mellon Shareholder Services
Attention: 534434
500 Ross Street, 154-0520
Pittsburgh, PA 15262

 

Follow our easy 3 step process:

 

  1. Choose a Fund using product finder
  2. Download or order an application and prospectus
  3. Send checks payable to BNY Mellon Family of Funds along with your application to:

          BNY Mellon Shareholders Services
          P.O. Box 534434
          Pittsburgh, PA 15253-4434

 

For overnight or certified mail:

BNY Mellon Shareholders Services
Attention: 534434
500 Ross Street, 154-0520
Pittsburgh, PA 15262

 

INSTRUCTIONS FOR SUBSEQUENT INVESTMENTS VIA WIRE OR AUTOMATIC CLEARINGHOUSE (ACH)

INCOME WIRE INSTRUCTIONS

Note: Only one wire per payment per fund. Failure to provide any of the required information may result in a rejected wire.

Adding to an Existing Account #:

  • The Bank of New York Mellon
  • ABA#: 011001234
  • DDA#: 73-8573
  • Fund name: _________________________
  • Share Class: ________________________
  • Account Number: ___________________
  • Account Registration: _______________
  • $ Amount: __________________________

For IRAs: No minimum and contribution for "Current" year only.

INCOME ACH INSTRUCTIONS

ACH payments must be transmitted to:

  • The Bank of New York Mellon
  • ABA# 011001234
  • DDA# 73-8573
  • For credit to (Fund Name)
  • Account number (14-digits preceded by 111)
  • In the name of (Account Registration)
  • For (Dollar Amount)

 

For IRAs: No minimum and contribution for "Current" year only.

This is not the automatic Asset Builder of Teletransfer privilege.

IMPORTANT INFORMATION

WIRES

  • Wire investment will be processed at the next determined NAV upon receipt in good order.

 

ACH

  • ACH investment will be processed at the next determined NAV upon receipt in good order.
  • ACH payments may only be sent to an existing account as an additional investment. This is not the automatic Asset Builder or Teletransfer privilege.

 

BOTH

  • Please review the prospectus for minimum subsequent investment requirements and redemption fee information.

HOW TO INVEST IN A BNY MELLON BROKERAGE ACCOUNT

Sign in to manage your account online, or

Call 1-800-843-5466, (Monday – Friday, 8am – 6pm ET)

You may also send checks made payable to BNY Mellon Brokerage Services to:

BNY Mellon Brokerage Services
PO Box 9008
Hicksville, NY 11802-9008

For overnight or certified mail:

BNY Mellon Brokerage Services
144 Glenn Curtiss Blvd
Uniondale, NY 11556-0144

   

Follow our easy 3 step process to open an account:

 

  1. Request a Brokerage Account Kit by phone at 1-800-843-5466 or download an application from our web site, or Open a BNY Mellon Brokerage Account online
  2. Read the client agreement, disclosures and money market mutual fund prospectus and complete the application and (if applicable) transfer form.
  3. Mail any combination of checks* (payable to BNY Mellon Brokerage Services) or securities and completed application to:

BNY Mellon Brokerage Services
PO Box 9008
Hicksville, NY 11802-9008

For overnight or certified mail:

BNY Mellon Brokerage Services
144 Glenn Curtiss Blvd
Uniondale, NY 11556-0144

 

*$10,000 minimum initial investment for regular accounts/no minimum initial investment for IRA accounts

 

INSTRUCTIONS FOR SUBSEQUENT INVESTMENTS VIA WIRE OR AUTOMATIC CLEARINGHOUSE (ACH)

INCOME WIRE INSTRUCTIONS

Note: Failure to provide any of the required information may result in a rejected wire.

  • The Bank of New York Mellon
  • ABA#: 021000018
  • Beneficiary: Pershing LLC.
  • DDA#: 890-051238-5
  • FBO: (Name of Client)
  • FFC: For Further Credit to:
    (Brokerage Account #)

INCOME ACH INSTRUCTIONS

Note: Incoming ACH instructions can only be processed through an existing banking relationship linked to your brokerage account.

 

Note: Requires an original voided check be submitted along with yor account application or an Investor Services Form signed and signature guaranteed.

IMPORTANT INFORMATION

WIRES

  • Received into your account same day or next day
  • Wire instructions expire 15 months after last use.

 

ACH

  • Received into your account within 2-3 business days.
  • ACH instructions expire 15 months after last use.

 

BOTH

  • Deposits via Wire or ACH are deposited directly into the cash portion of the brokerage account.

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Download a prospectus, or summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.

This material is for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, or investment manager, and should not serve as a primary basis for investment decisions. Please consult with you own tax, legal or financial professional regarding your particular situation.

DRD-541854-2024-05-06