SHAREHOLDER
SERVICES
EMPLOYEE STOCK
PLAN SERVICES
SPECIALIZED EQUITY SOLUTIONSKNOWLEDGE
CENTERALL PRODUCTS
& SERVICES
Account Access

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Successful companies look to BNY Mellon Shareowner Services for our breadth of product, quality of service and focus on value.

To get more information about our Products & Services:

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Individual shareowners with accounts inquiries, please see Contact Us

Employee Stock Plan Services

Award-winning Participant Support

BNY Mellon Shareowner Services' focus on value extends to the employee experience. We provide a variety of channels to help your employees to easily manage their accounts, access information and learn more about this important benefit.

Employees have easy and timely access to important account information and can manage most aspects or their equity awards and grants.

General Account Management
  • Customizable display and messaging for all or a subset of your participants
  • Linked administrator and participant views to allow for administrators to easily respond to employee inquiries
  • Online account information and transaction history
  • Certification of tax status with W8/W9 forms
  • Online access to duplicate 1099B tax forms
  • Direct deposit or wire transfers of proceeds
  • Multiple currencies for disbursement of proceeds
  • Real-time trades
  • Links to Dreyfus Retail Services for investment information and additional brokerage services
  • Financial tools and education via our Employee Financial Services program
Stock Option and Restricted Stock Management
  • Grant acknowledgement
  • Grant summary and detail views
  • Exercise/Tax Payment Election modeling
  • Choice of exercise/Tax Payment methods elections

Employee Stock Purchase Plan Management
  • ESPP enrollment
  • View and modify contributions
  • Withdraw from ESPP
  • View, value and sell purchased shares

Employees may also access their account through our Interactive Voice Response system or our call center.

 

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