BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers, encompassing BNY Mellon’s affiliated investment management firms, wealth management organization and global distribution companies.
With an IRA1 You'll Receive:
Access to over 8,000 mutual funds from BNY Mellon and other leading fund families, many with no transaction fees.2 Provides opportunity to invest in BNY Mellon funds without incurring a sales charge.3 The expertise and experience of a dedicated BNY Mellon Advisor.
Investors should consider the investment objectives, risks, charges, and expenses of a fund carefully before investing. Download a prospectus, or a summary prospectus, if available, that contains this and other information about a fund, and read it carefully before investing.
1Before enrolling in the BNY Mellon Brokerage Account, please read the BNY Mellon Brokerage Account Client Agreement and Related Disclosures, and Fee and Commission Schedules.
2Certain minimum holding periods may apply. Investors should review the applicable BNY Mellon Brokerage Account Fee and Commission Schedule for details.
3Investors who purchase Class A shares directly through the fund’s distributor, and either (i) have, or whose spouse or minor children have, beneficially owned shares and continuously maintained an open account with the distributor in a BNY Mellon managed fund since on or before February 28, 2006, or (ii) such purchase is for a self-directed investment account that may or may not be subject to a transaction fee. Shareholders in IRA rollover accounts, sponsored by BNY Mellon Investment Adviser, Inc. funded with the distribution proceeds from Retirement Plans or a 403(b)(7) plan sponsored by BNY Mellon Investment Adviser, Inc. provided that, in the case of a Retirement Plan, the rollover is processed through an entity that has entered into an agreement with the fund's distributor specifically relating to processing rollovers. Upon establishing the IRA rollover account sponsored by BNY Mellon Investment Adviser, Inc. in the fund, the shareholder becomes eligible to make subsequent purchases of Class A shares of the fund at NAV in such account.
This material has been distributed for informational purposes only and should not be considered advice for investments or a recommendation of any particular investment, strategy, investment manager or account arrangement. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation.
BNY Mellon Advisor Services is a division of BNY Mellon Securities Corporation ("BNYMSC") a firm that is registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and investment adviser, and is a member of the Financial Industry Regulatory Authority ("FINRA"). Depending upon the products that BNY Mellon Advisor Services provides to you, BNYMSC may be acting as a broker-dealer or as an investment adviser.
BNY Mellon Brokerage Account is offered by BNY Mellon Brokerage Services. BNY Mellon Brokerage Services is a division of BNY Mellon Securities Corporation, a member of FINRA and SIPC. BNY Mellon Investment Adviser, Inc. and BNY Mellon Securities Corporation are affiliated with BNY Mellon. Retirement Clearinghouse is not affiliated with BNY Mellon.