Your BNY Wealth application

Please complete the details below and upload a valid form of identification. This information allows us to verify your identity and open your account in line with regulatory requirements. It should take around 10 minutes.

01Personal detailsAll fields required unless noted

Title (optional)

First name *

Last name *

Date of birth *

Country of citizenship *

Social Security Number / Tax ID *

Required for identity verification and tax reporting. Collection of SSN is authorized by the Social Security Administration.

02Joint accountholderOnly if opening a joint account

This is a joint account — add a second accountholder

Leave unticked for a single-holder account. The details below apply to the second accountholder.

03Contact & address

Email address *

Mobile number *

Residential address *

City *

State / Region *

ZIP / Postal code *

Country *

04Financial profileHelps us assess suitability

Employment status *

Occupation (if applicable)

Annual income (USD) *

Estimated net worth (USD) *

Source of funds *

Primary objective *

Initial deposit amount (USD) (optional)

05Identity verification

ID document type *

ID document number *

Upload identification *

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Choose file or drag it here

Passport, driver's license or state ID · JPG, PNG or PDF · max 10MB

Please ensure the full document is visible, in focus, and not cropped.

Upload proof of address *

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Choose file or drag it here

Utility bill or bank statement from the last 3 months · JPG, PNG or PDF · max 10MB

The document must show your full name and residential address, and be dated within the last 3 months.

06Declarations & consent

BNY Wealth is required by federal law to obtain, verify and record information that identifies each person who opens an account (USA PATRIOT Act, Title III of Pub. L. 107-56). The information you provide may be used to perform a credit check and verify your identity using internal sources and third-party vendors. Your personal data is handled in accordance with our privacy notice. This application does not constitute an offer or acceptance; account opening is subject to approval. Do not send this form until your BNY Wealth compliance team has confirmed the destination, storage, and data-handling arrangements are approved — see the note below.

Your information is transmitted securely.

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Application received

Thank you. Your BNY Wealth team will review your application and identification, and will be in touch shortly to confirm the next steps. A copy of your submission has been recorded.

BNY Wealth is a trade name used by BNY Mellon, N.A. ("BNY"). Banking products and services are subject to approval and are provided in the United States by BNY Mellon, N.A. Member FDIC. Eligible deposits are insured by the FDIC up to $250,000 per depositor, per insured bank, per ownership category. This form collects personal and identifying information; it must be reviewed and approved by compliance before use.