BNY Mellon Launching iPad App

BNY Mellon has launched Workbench Mobile, an iPad app enabling the firm’s institutional clients to authorize instructions and securely access key reports and account information.

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
The new features will be added to Workbench Mobile in its next release.  Enhanced features will be delivered to users’ mobile device automatically through the App Store. BNY Mellon says it will also introduce these features for iPhones, Droids, and Blackberries soon.