Guidelines

How to Download Bank of New York Mellon Bank Statement

Zawwad Ul Sami

06 Feb 2025 • 5 min read

Accessing your Bank of New York Mellon (BNY Mellon) bank statement is crucial for effective financial management.

If you’re tracking expenses, preparing for tax season, or planning your budget, having your statements readily available ensures you stay on top of your finances.

This guide will take you through the steps to download your BNY Mellon bank statement in PDF format and show you how to convert it into Excel or CSV for enhanced organization and analysis.

Prerequisites That You May Need

Before you start downloading your BNY Mellon bank statement, make sure you have the following ready:

Registered Mobile Number: Verify that your mobile number is linked to your BNY Mellon account for secure access.
Net Banking Credentials: Your username and password for logging into BNY Mellon’s online banking platform.
BNY Mellon Mobile Banking App: Download and set up the BNY Mellon mobile app if you prefer using your smartphone.
App MPIN: Keep your Mobile Personal Identification Number (MPIN) ready to access your account on the app.
Email Access: Ensure you have access to the registered email associated with your account for email-based statements.

Methods to Download Your Bank of New York Mellon Bank Statement

Downloading your BNY Mellon bank statement is a straightforward process, with multiple options available to suit your preferences. Let’s explore these options so you can access your bank statements with ease.

to access

The BNY Mellon mobile app offers a convenient way to download your bank statement directly from your smartphone. Here is how:

Log In: Open the BNY Mellon mobile app and log in using your username and password.
Select Your Account: Tap on the account for which you wish to download the statement.
Go to Statements: Navigate to the ‘Statements’ or ‘Documents’ section in the account menu.
Choose Date Range: Specify the period for which you need the statement.
Download: Save the statement in PDF format to your device.

Pros:

Quick and easy access from anywhere.
Simple and intuitive interface.

Cons:

Requires installation and updates of the app.
Dependent on a stable internet connection.

Security Note:

Once downloaded, store your statement in a secure location on your device. Consider encrypting or password-protecting the file for added security.

OpInternet

For those who prefer managing their accounts on a computer, BNY Mellon’s Internet banking platform is a reliable and detailed option for downloading your bank statements:

Log In: Visit the BNY Mellon internet banking portal and log in with your credentials.
Access Your Account: Click on the account you need for the statement.
Find the Statements Section: Look for the ‘Statements’ or ‘Documents’ tab in the account menu.
Set the Date Range: Specify the period and select the desired statement.
Download: Save the file to your device in PDF format.

Pros:

Provides a comprehensive platform for account management.
Allows downloading multiple statements if needed.

Cons:

Slightly more time-consuming than the mobile app.
Requires remembering your login credentials.

Tips for Managing Email Statements Securely:

When downloading statements from internet banking, ensure you save them in a secure folder. Avoid sharing sensitive documents over email unless encrypted, and delete any unnecessary copies to reduce the risk of unauthorized access.

Option 3: Subscribing to Email Statements

If you want a hands-off approach, subscribing to email statements ensures you receive your BNY Mellon bank statements directly in your inbox at regular intervals.

Log In: Access the BNY Mellon mobile app or internet banking portal.
Go to Preferences: Navigate to the ‘Account Settings’ or ‘Statement Preferences’ section.
Enable Email Statements: Select the option for email delivery and confirm your registered email address.
Save Preferences: Finalize your subscription settings and confirm the changes.

Advantages:

Automatic delivery without needing to log in repeatedly.
Convenient for regular record-keeping and financial planning.
Eliminates paper clutter, promoting a more eco-friendly approach.

By selecting the method that works best for you, downloading and managing your BNY Mellon bank statement becomes an efficient and stress-free process.

How to Convert a Bank of New York Mellon PDF Statement to Excel/CSV

Converting your BNY Mellon bank statement from PDF to Excel or CSV format allows you to better organize and analyze your financial data. Here are two methods to accomplish this:

Method 1: Manual Entry

For those who prefer hands-on control, manually transferring data from your PDF statement into Excel or CSV format is an option.

Pros:

Complete control over how data is categorized and entered.
Useful for small statements with limited transactions.

Cons:

Time-consuming, especially for lengthy statements.
Prone to human errors in data entry.

Method 2: Using Conversion Tools (e.g., Convert My Bank Statement)

Automated tools like Convert My Bank Statement simplify the conversion process, saving time and improving accuracy.

Step-by-Step Guide:

Upload Your PDF: Visit the Convert My Bank Statement website or use a similar tool and upload your BNY Mellon PDF statement.
Select Output Format: Choose the format you need—Excel (.xlsx) or CSV (.csv).
Confirm and Convert: Follow the prompts to confirm the conversion and let the tool process your file.
Download the File: Once the conversion is complete, download the Excel or CSV file to your device.

Benefits of Automated Conversion:

Time-Saving: Significantly faster than manual entry, especially for large statements.
Accurate Results: Reduces the likelihood of errors, ensuring your financial data remains intact.
Secure Handling: Reputable tools use encryption to protect your sensitive information during the process.

Why You Should Download and Convert Your Statements

Downloading and converting your Bank of New York Mellon statements into Excel or CSV format can significantly enhance how you manage your finances. Here’s why this practice is beneficial:

Track Expenses and Budget Effectively: Converting your statement into Excel allows you to categorize spending, create charts, and analyze patterns, making budgeting more efficient.
Simplify Financial Reporting: Ideal for business accounts or personal tax preparation, organized data in Excel or CSV formats makes reporting straightforward and error-free.
Monitor for Unauthorized Transactions: A converted and searchable transaction record lets you quickly identify and flag any unauthorized or suspicious activity.
Prepare for Audits or Applications: Whether for a financial audit or loan application, having a clean, categorized record of your transactions ensures you’re always prepared with organized data.

Conclusion

Accessing and managing your Bank of New York Mellon bank statement has never been easier. Whether you choose the mobile app, internet banking, or email subscriptions, the methods outlined in this guide offer flexibility and convenience to fit your needs.

By downloading and converting your statements into Excel or CSV formats, you can enhance your financial planning, monitor transactions, and stay organized for tax filing or financial applications. With these tools, you’re better equipped to take control of your finances.

FAQs

1. Can I access my BNY Mellon bank statements for accounts held jointly?

Yes, joint account holders can access bank statements using the primary account holder's login credentials. Ensure both parties have authorized access.

2. What should I do if I need statements older than those available online?

For older statements not available via online banking or the app, you can request them by contacting BNY Mellon customer support or visiting a branch. Additional fees may apply for this service.

3. Are BNY Mellon email statements secure?

Yes, email statements are secure, but it’s essential to use a strong password for your email account and avoid forwarding sensitive documents. For added security, encrypt or password-protect your statements.