Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll.
This free BNY Mellon Wealth Management app for the iPad® allows you to access information for your investment accounts anywhere and anytime.
View current market value and change in investment value
Get details on your holdings for up to 24 months of historical data
View listing of your recent transactions
Stay current with the latest intraday pricing information
Customize your display with account preferences
Contact team members quickly and easily
Set and view account alerts
This application is available for existing BNY Mellon Wealth Management investment clients only with Private Workbench access.