Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
BNY Mellon Launching iPad App
Workbench Mobile is available for download to
registered Workbench users at Apple’s App Store through BNY Mellon Connect
Mobile. First time users with existing valid BNY Mellon web-based
log-in credentials will be taken through an enrollment process.
With
Workbench Mobile, clients of BNY Mellon Asset Servicing will be able to
view and monitor a range of account investment and performance
data, industry news updates, and more.
Available features include:
- Recent Reports – view Workbench reports run over the past 10 days in PDF format
- BNY Mellon Regulatory News – updates on industry regulations and thought leadership
- Valuation Dashboard1 – drill-down into account valuation changes and chart by manager, asset type, currency, country or security
- Lookup Exposure to Issuers1 – view portfolio exposure across accounts and asset classes
- Authorize Cash Instructions2 – for custody clients who manage cash through Workbench
You Might Also Like:

Transamerica Introduces New Logo

Nationwide Shifts Advertising to Highlight Financial, Plan Services
