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
PO Box 9879
Providence, RI 02940-8079

For overnight or certified mail:

BNY Mellon Shareholders Services
4400 Computer Drive
Westborough, MA 01581

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
          PO Box 9879
          Providence, RI 02940-8079

 

For overnight or certified mail:

BNY Mellon Shareholders Services
4400 Computer Drive
Westborough, MA 01581

 

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

 

 

 

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 INITIAL OR SUBSEQUENT INVESTMENTS VIA WIRE OR AUTOMATIC CLEARINGHOUSE (ACH)

 

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.

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