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BNY Pershing Wealth Investments

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   NOVEMBER 2024
   BNY to Report Fourth Quarter 2024 Results on January 15, 2025
   
   
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   NOVEMBER 2024
   BNY to Report Fourth Quarter 2024 Results on January 15, 2025
   
   
   BNY will report financial results for the fourth quarter 2024 on Wednesday,
   January 15, 2025. Materials will be posted to BNY's website at approximately
   6:30 a.m. ET, and management will host a conference call and simultaneous
   live audio webcast at 12:00 p.m. ET that same day.
   
   Learn more arrow_forward
   NOVEMBER 2024
   BNY to Speak at the Goldman Sachs Financial Services Conference
   
   
   Robin Vince, CEO, BNY will speak at the Goldman Sachs Financial Services
   Conference in New York on December 11, 2024.
   
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ENTERPRISE


BNY BRAND CHANGE UPDATE


IMPORTANT EMAIL INFORMATION REGARDING OUR BRAND CHANGE TO BNY


 EMPTY HEADING

Note: Please share the below information with your firm’s appropriate operations
and technology teams, as well as third-party providers and clients that engage
with us on your firm’s behalf, for thorough assessment and necessary actions.
 

On June 11, 2024, we announced our brand update from BNY Mellon to BNY, in order
to improve the industry’s familiarity with who we are and what we do.
 

Additional brand updates include:

 * BNY Mellon Investment Management is now BNY Investments 

 * BNY Mellon Wealth Management is now BNY Wealth

 * BNY Mellon Pershing is now BNY Pershing

 

With these changes, we will also be updating our email domain and internet URL
to “bny.com.”
 

We recognize that there may be operational and technology considerations that
need to be assessed by your firm to help ensure the communication channels
between our firms operate as usual.
 

Please review the below details that highlight the upcoming changes and their
related considerations:
 

WHAT IS CHANGING?
 

Email addresses with the domain “bny.com” have been established for all BNY
employees and contractors as of June 11, 2024, with the exception of Investment
Management firms and CIBC Mellon.

 

Effective immediately, please note the following:

 * All external messages from outside of BNY directed to the
   new “bny.com” domain will be received.

 * Emails sent to the original “bnymellon.com” and “pershing.com” domains will
   work in perpetuity.

 * All existing system-based connectivity and authentication will continue until
   further notice.

BNY has established a transition period of 90-120 days whereby:

 * Replies from BNY will still come from the “bnymellon.com” and “pershing.com”
   domains.

 * Following this period, individual email addresses for BNY employees and
   contractors will be switched from “bnymellon.com” or “pershing.com” to
   “bny.com.”

In the interim, we encourage you to begin using our “bny.com” email domain
exclusively going forward but be aware that subsequent work on shared and team
mailboxes may take up to 12 months.

 

WHAT CONSIDERATIONS DOES MY FIRM NEED TO ASSESS?

For Client Technology and Security teams:

The below considerations are intended for your organization’s technology and
security teams.

 

For your email system administrators:

 * If you currently have “bnymellon.com” or “pershing.com” added to any safe or
   access lists, add “bny.com” to those same lists. Do not remove the existing
   “bnymellon.com” or “pershing.com” legacy domains.

 * Ensure “bny.com” does not appear on any block lists.

 * If Enforced Transport Layer Security (TLS) is being used for emails to
   “bnymellon.com” or “pershing.com,” add “bny.com” to the TLS Enforced Outbound
   list.

 

For your Microsoft 365 and application administrators:

 * If “bnymellon.com” or “pershing.com” is on the SharePoint Federated Allow or
   Teams Shared Channels lists, add “bny.com.” Do not remove the existing legacy
   BNY Mellon or Pershing domains.

 * If your organization is using Microsoft Teams Federated Chat with
   “bnymellon.com” or “pershing.com,” add “bny.com” to the federated allow list.

 * Alert your internal staff supporting BNY by forwarding this notification to
   them directly.

 * Educate your workforce, at your discretion, to minimize the reporting of
   emails from “bny.com” addresses as phishing attempts.
    

For Client Workforces

The below considerations are intended for individuals or teams working directly
with BNY staff.

 * Review personal or shared mailbox routing rules and update them to support
   messages from “bny.com" in the same manner.

 * Update any workflows, macros, or other automations that may be using
   “bnymellon.com” or “pershing.com” to include “bny.com.”

 * Avoid reporting emails from “bny.com” addresses as phishing attempts.
   Carefully review the email’s messaging before determining whether or not it
   is phishing.
    

ADDITIONAL GUIDANCE AND SUPPORT

We are advising you as early as possible in an effort to help you effectively
prepare for these changes and remind you to share this information with the
appropriate operational and technology contacts at your firm, as well as
third-party providers and clients that engage with us on your firm’s behalf, for
potential action. BNY is committed to providing you with the highest standards
of service, and we appreciate the trust and confidence that you place in us.

We look forward to continuing to provide you with a world-class experience.

Should you wish to discuss these changes further, please reach out to your BNY
representative.
 

Disclaimer

This information is provided by BNY for informational purposes only.  The
material contained in this communication is not intended to provide legal,
investment, financial or other professional advice on any matter, and is not to
be used as such. This communication, and the statements contained herein, are
not an offer or solicitation to buy or sell any products (including financial
products) or services or to participate in any particular strategy mentioned and
should not be construed as such. Trademarks, service marks and logos belong to
their respective owners.

BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank
of New York Mellon Corporation and may also be used as a generic term to
reference the Corporation as a whole or its various subsidiaries generally.
Products and services may be provided under various brand names and in various
countries by subsidiaries, affiliates, and joint ventures of The Bank of New
York Mellon Corporation where authorized and regulated as required within each
jurisdiction. Not all products and services are offered at all locations.

 

©2024 The Bank of New York Mellon (Global). Services are provided by The Bank of
New York Mellon and its various affiliates. All rights reserved. Member FDIC. 

 

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BNY is the corporate brand of The Bank of New York Mellon Corporation and may be
used to reference the corporation as a whole and/or its various subsidiaries
generally.   ©2024 The Bank of New York Mellon.




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