BNY Wealth Online vs Addepar

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.

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.