Bank of New York Mellon, often referred to as BNY Mellon, is a respected financial institution that offers a range of financial services, including banking and wealth management. Checking your BNY Mellon account balance using your phone is a convenient way to stay updated on your finances. In this article, we’ll guide you through the steps to help you effortlessly check your BNY Mellon balance using your phone number.
Step 1: Ensure Mobile Banking is Set Up
Before you can check your BNY Mellon account balance using your phone number, you need to ensure that you have set up mobile banking with the bank. This usually involves downloading the official BNY Mellon mobile banking app from your device’s app store and registering for mobile banking. Follow these steps:
- Download the BNY Mellon mobile banking app from the App Store (for iOS devices) or Google Play Store (for Android devices).
- Open the app and select the option to register or sign up for mobile banking.
- Follow the prompts to create your mobile banking account. You may need to provide your account details, create a username, and set up a secure password.
- Once your mobile banking account is set up, you can log in using your username and password.
Step 2: Gather Your Account Information
To check your BNY Mellon account balance using your phone number, you should have your BNY Mellon account number and your mobile banking login credentials readily available.
Step 3: Log In to Your Mobile Banking Account
Open the BNY Mellon mobile banking app on your phone. You will be prompted to enter your mobile banking username and password. Provide this information to log in securely.
Step 4: Access Your Account Summary
Once you’re logged in, you will be taken to the mobile banking dashboard, which provides an overview of your BNY Mellon accounts, including checking, savings, and investments.
Step 5: Check Your Bank Balance
To check your BNY Mellon account balance using your phone number, select the specific account you want to review. The mobile app will display your current account balance, recent transactions, and other relevant account details.
Step 6: Set Up Account Alerts (Optional)
BNY Mellon’s mobile banking app allows you to set up account alerts to receive notifications for various account activities. You can customize these alerts to inform you about low balances, large transactions, upcoming payments, and more. To set up alerts, navigate to the “Alerts” or “Notifications” section within the mobile app and configure them according to your preferences.
Step 7: Log Out Securely
After checking your balance or conducting any necessary transactions, be sure to log out of your BNY Mellon mobile banking account for security reasons. Look for the “Log Out” or “Sign Out” option, usually located in the app’s menu or settings.
Conclusion
Checking your Bank of New York Mellon (BNY Mellon) account balance using your phone number is a convenient and secure way to manage your finances on the go. By following these straightforward steps and utilizing the BNY Mellon mobile banking app, you can easily access your account information, receive important alerts, and stay in control of your financial well-being. BNY Mellon’s commitment to user-friendly mobile banking ensures that your financial data remains protected and readily available. Start monitoring your bank balance effortlessly today and take charge of your financial future.