BNY Wealth Online vs PAS NetXi

The Wealth Online mobile app is available to BNY Wealth clients enrolled in Wealth Online. You can securely manage and transact on consumer accounts as well as monitor investment accounts, all within our mobile app. With clear navigation, a customizable view of your entire relationship and the latest intraday pricing information, Wealth Online makes accessing your accounts easy. Investment accounts on the go: - Access your investment portfolio page, a detailed view of your accounts - View Investment Management account statements and tax documents - Transfer funds between your investment accounts - Add external accounts via My Wealth - Manage alerts Banking accounts on the go: - Monitor your account by viewing available balance - Search transaction history - Funds transfer and payments - Transfers between BNY and external banking accounts - Pay bills and manage payees - Send and receive money securely with Zelle® - Mobile check deposits - Debit card controls and alerts - Stop payments, check re-order, lost/stolen card reporting - Touch ID®, Face ID® or passcode for quick access If you are not currently enrolled in Wealth Online, please visit https://login.bnymellonwealth.com/enroll , or contact your BNY Wealth team to get started. Seller: The Bank of New York Mellon Copyright: ©2024 The Bank of New York Mellon. All rights reserved.

Park Avenue Securities Mobile provides you with an essential solution for managing your investments. Now you can stay connected while you are on the go – wherever you use your iPhone or iPad. Park Avenue Securities Mobile lets you manage your financial portfolio in an efficient and user-friendly environment designed for your mobility. Through Park Avenue Securities Mobile, you have fully featured access to account information, such as balance, holdings, activity and order status. Park Avenue Securities may also (optionally) enable you to use PAS Investor Mobile to view real-time quotes and place trades for equities while on the go. Anytime, anywhere – that is the power of mobility. That is the power of Park Avenue Securities Mobile. With your iPhone or iPad, you can access - Account balances and holdings - Transaction history - Order Status - Market information and quotes - Your securities watchlist - Equity order entry (if enabled by your financial institution) From your iPad, you can also access account documents such as statements, trade confirmation and tax documents. Please note: - Account access, trade execution and system response may be affected by a variety of factors, including trading volumes, market conditions, phone and computer networks. - Fees, markups or commissions may be charge on trades. Please contact your financial institution for details. - Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial institution for details. IMPORTANT INFORMATION FOR USERS – To use Park Avenue Securities Mobile, you must be a client with an account at Park Avenue Securities and have access to your account information via the Park Avenue Securities website. Park Avenue Securities also has to specifically activate the Park Avenue Securities Mobile application for its account holders. If you are unable to download the application or have any questions, please contact your investment professional at Park Avenue Securities.