Investor Services/My Account
My Account

Do you need to make changes or additions to your account? This is where you can log in to review your account status and transactions, or access a specific form. (Note: Not all Adobe form features are available in all web browsers.)

If you need help or have any questions, please contact us by phone or email. We look forward to assisting you with your account needs.

Investor Performance Report
Active Investor (Previously NextGen)
Advisor Central
Need to make a change to your account?

Select the necessary form from the list below and complete electronically in your browser, or download and complete using Adobe software. Print, sign, and date the completed form, and fax or mail it to CBIS. Note: The mailing address is on the form.

Address Change Form
Use this form to change the organization or contact, address, phone number, or email address on your account.
Bank Instructions Form
Use this form to establish or update ACH and wire instructions.
Certificate of Resolution
If your organization requires the Certificate of Resolution – Dual Authorization (Two Signers), please contact your Relationship Manager.
Online Access Form
Use this form to create an online user ID, which will enable you to view your accounts online, print statements, initiate transactions, and more.
Statement Holder Change Form
Statement Holder Change Form
Subaccount Form
Use this form to establish a new account under your master account (i.e. Building Fund, or Retirement Fund).
Target Allocation Form
Use this form to set up or change target allocations without a rebalancing. Target allocation changes can take up to five days to complete.
Our fax numbers are:
USA Phone:
International Phone:
Our service numbers are:
USA Phone:
International Phone:
Service Hours
8:00 AM – 5:00 PM EDT/EST
Changes to your accounts may take 
up to five days to process.
Ready to Go Paperless?

Find out how to gain access to your electronic investment portal and get online BNY Mellon