Advisory Solutions

Choice and Flexibility to Put You in Control

Demand for advisory solutions has continued to grow. We can help make it easy to manage the complexities of a holistic wealth management program tailored for your specific needs. Choose from a wide assortment of technology solutions, professionally advised investment offerings and research, and outsourcing capabilities designed to help you grow your program, while reducing costs and simplifying your business. 

Our Solutions

* As of June 2023, the only target index available is the S&P 500® Index.


All third-party marks belong to their respective owners.


For professional use only. Not intended for use by the general public. Pershing does not provide investment advice. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc.


Important Disclosures [PDF]  | Trade Away Transactions FAQ [PDF] | Trade Away Summary:  Q1 2020 [PDF] | Q2 2020 [PDF] | Q3 2020 [PDF] | Q4 2020 [PDF] | Q1 2021 [PDF] | Q2 2021 [PDF] | Q3 2021 [PDF] | Q4 2021 [PDF] | Q1 2022 [PDF] | Q2 2022 [PDF] | Q3 2022 [PDF]  | Q4 2022 [PDF]  | Q1 2023 [PDF]  | Q2 2023 [PDF] | BNY Mellon Advisors’ Form ADV Part 2 Brochures |  BNY Mellon Advisors’ Form CRS [PDF] | Affiliate Advised/Sub-Advised Fund and Model List [PDF]

Ask how we can help transform your business

Additional Resources


Go Paperless

Going digital is more important than ever before. Choose quick online access to statements, forms and more.