How can I change my investment preferences?

Asked 3 months ago
To change investment preferences with BNY Mellon Shareowner Services, it is important to first understand the specific type of investment account you hold. Generally, these preferences can be adjusted through the online account management portal provided by BNY Mellon Shareowner Services. Users typically need to log in to their accounts, navigate to the investment preferences or settings section, and follow the prompts to make the desired changes. In some cases, it may be necessary to submit a formal request to ensure that all changes are correctly processed. This could include submitting forms via mail or electronically, depending on the specific guidelines set by BNY Mellon. Additionally, users should be aware that certain changes may require a review process or have specific limitations, depending on the type of account or investments involved. Individuals seeking more detailed guidance or needing assistance with particular changes should refer to the current web page for their investment options. It is advisable to keep up with any updates or announcements that BNY Mellon Shareowner Services may provide regarding policy changes or system updates that could impact account management.
Christian Allen is the editor / author responsible for this content.
Answered Sep 20, 2025

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