It’s important to build a financial plan that considers your goals, objectives, and concerns, and evolves as your life changes. A comprehensive wealth management approach means ensuring that you and your loved ones are protected. It means taking stock of what’s important to you and effectively positioning your investment portfolio to grow your assets. It means building a plan that integrates all of your goals into one financial strategy.

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Learn More About Why Investing Should Be Part Of Your Overall Plan
NetXInvestor
You need one place to access your accounts. NetXInvestor is an innovative and intuitive platform available at your fingertips, 24/71 letting you:
- View balances, holdings, and account activity
- Access a comprehensive investment dashboard
- Benefit from document and statement eDelivery
- Utilize mobile check deposit
- Execute online trading
1 System availability is contingent on volume, Internet bandwidth, market volatility, and other factors that could interrupt system access.
BNY Mellon was named the safest U.S.-based bank in 2013 by Global Finance magazine in the publication’s annual ranking of the “World’s 50 Safest Banks.” This is fifth consecutive year in which BNY Mellon ranked as the top U.S. bank.