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BNY Mellon Shareowner Services Customer FAQ

Top Answers & How-to Guides

What is BNY Mellon Shareowner Services's Phone Number?

The question we are asked most often is about how to talk to BNY Mellon Shareowner Services customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

How do I update my personal information?

To update personal information with BNY Mellon Shareowner Services, individuals typically use the online portal to edit details...

How do I change my mailing address?

To change your mailing address with BNY Mellon Shareowner Services, shareholders can either update their information online...
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Recent BNY Mellon Shareowner Services Customer Questions

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Account Management

How do I update my personal information?

To update personal information with BNY Mellon Shareowner Services, individuals typically use the online portal to edit details...
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How do I change my mailing address?

To change your mailing address with BNY Mellon Shareowner Services, shareholders can either update their information online...
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What should I do if I forget my login information?

If an individual forgets their login information for BNY Mellon Shareowner Services, they can recover it by visiting the...
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What steps are involved in closing an account with BNY Mellon?

Closing an account with BNY Mellon entails reviewing the account agreement, settling all transactions, and submitting a formal...
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How do I access my account online?

To access an account with BNY Mellon Shareowner Services online, users visit the website and log in with their username and...
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Tax and Documentation

How do I receive tax documents related to my investments?

Tax documents for investments with BNY Mellon Shareowner Services are generally issued in January, including Form 1099 for...
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Can I view my investment transactions online?

Yes, BNY Mellon Shareowner Services allows users to view their investment transactions online by logging into their accounts....
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Education and Planning

What do I need to know about estate planning with my shares?

Estate planning for shares is crucial in managing financial legacies, emphasizing the importance of understanding ownership...
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What educational resources does BNY Mellon offer for investors?

BNY Mellon Shareowner Services offers various educational tools for investors, including an online portal with articles,...
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Fees and Investments

What are the options to reinvest dividends?

BNY Mellon Shareowner Services provides options for reinvesting dividends, including the Dividend Reinvestment Plan that allows...
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How do I track stock performance through BNY Mellon?

Investors can track stock performance through BNY Mellon by utilizing their online tools and resources available on their...
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How can I change my investment preferences?

To change investment preferences with BNY Mellon Shareowner Services, users must understand their account type and log into the...
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What are the fees associated with BNY Mellon Shareowner Services?

BNY Mellon Shareowner Services employs a range of fees that depend on the services clients use. These can include transaction,...
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We look to the BNY Mellon Shareowner Services issues that customers have reported to GetHuman to decide which questions are the most common and how much time to spend researching how to solve them.
BNY Mellon Shareowner Services issues reported to GetHuman
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