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Onboarding Instructions and Forms
Onboarding of New Bank Client Money Market Accounts
If application completed by the Intermediary for Omnibus, Nominee Name, or Fully Disclosed Registrations:
- Complete the Financial Intermediary Account Application – Money Market Mutual Fund signed by the Intermediary and return to Institutional Services.
- If the account will be registered using the shareholder’s Tax ID, a valid IRS Form W-9 (most current version posted on the IRS website) signed by the shareholder, must accompany the application.
If application completed by the Shareholder for Fully Disclosed Registrations (Not required if Intermediary Application completed):
- Complete the Dreyfus Money Market Direct Account Application signed by the Shareholder and return to Institutional Services.
NOTES FOR CORPORATIONS (Shareholder application only):
- Include a copy of Certified Articles of Incorporation or a copy of a Certificate of Good Standing from the state of incorporation, issued within the last six months. These documents are not required for a publicly traded company.
- A copy of a Corporate Resolution or Certificate of Incumbency or Secretary Certificate may be accepted in lieu of the information required in Appendix A of the Dreyfus Money Market Direct Account Application.
- If not included as part of the documentation above, you can add authorized traders by providing a letter of instruction listing the traders, signed by an authorized party on the account.
If you are completing this application electronically, all items may be filled in electronically. The completed and signed application should be sent to dreyfusserv@bnymellon.com. If you would like us to review your application prior to submission, please contact us at 1-800-346-3621 option 1 or your relationship manager.
Questions?
Contact Institutional Servicing (8:30am - 5:00pm ET, Mon - Fri)
Banks, Broker-Dealers, & Corporations
1-800-346-3621
