1. What is Workbench?

"Workbench" is our information delivery product available via the Internet. Through Workbench, we deliver two types of information to you. First, we have our reference information which is comprised of a series of commentaries and reference documents such as our "Guide to Trading Around the World", Global News Updates and Market Reports, to name a few.

The second type of information that we deliver via Workbench is information that is specific to your portfolio. In order to deliver this type of information, we have a series of services that are available to you. You will find a list of applicable services located on the left hand side of our home page and via our Go To... drop down box located on subsequent pages of our site. Here's a sample of applications that may be applicable to you:
  • Reporting - Workbench reporting allows you to select from a library of reports and run them on demand, or schedule them to run at a later time. You have the option of saving and printing reports in PDF format, or downloading certain reports in the CSV, TSV, XML or MS Excel format. Our browser-based reporting offers the enhanced reporting capability of drilling-down as many as two levels to see selected data in greater detail. Any new reports you subscribe to are delivered through the Internet without additional intervention on your part.

  • Audited Statements - Through this "browser based" service we provide our clients the ability to retrieve audited financial statements. For BNY Mellon Asset Servicing clients, we also deliver Benefit Disbursement reports on a monthly basis.

  • Real Time Custody - This component is our browser-based custodial reporting system that gives you access to real-time, online inquiry, corporate action delivery, trade entry and cash wire services that provide you with continuous access to the portfolio information you need to make sound decisions.

  • Report Writers - Report Writers is our browser based service, which allows clients to query their account information and create customized report templates. These templates can be used to generate ad-hoc reports or the reports can be scheduled to run at a specific time and frequency. The report output can be downloaded in several different formats to meet clients varying data delivery needs.

2. What are the main features of Workbench?

As a single point of entry for our institutional clients and their investment managers, Workbench provides timely access to market information, commentaries, and a variety of reporting capabilities. This includes:

  • A "Services" menu, providing links to core Workbench reporting services, such as:

    • Accounting, Cash, Custody, Performance and Global Securities Lending reporting; including the reports currently available in desktop-based Workbench Client Reporting.

    • Real-time inquiry into trades and positions.

    • Trade entry, including functions currently available in our proprietary Trade Capture program.

    • Voluntary corporate action announcements as well as class-action notifications.

    • Web-based ad hoc reporting for Performance data.

    • Foreign Exchange (FX) execution transactions and forecasting information.

  • The ability to query and / or download our "The Trading Around the World Guide" - this guide is designed to provide you with operational policies and global custody standards for trading around the world. The guide also includes detailed information about our sub-custodian network, including our delivery instructions.

  • A Global Markets Guide - A comprehensive market guide cross-referenced by country and servicing entity, including:

    • Guide to Trading Around the World

    • Account opening standards

    • Global News

    • Market Reports

    • Depository Risk Analyses

    • More...

  • Commentaries, opinions, newsletters, and other intellectual property obtained through various areas of the organization.

  • Product information.

  • Market commentary, with product and event updates.

Other site features include:

  • Single sign-on access and enhanced client security.

  • Home page content customization - Allows you to customize your Workbench home page to display information that is of a business interest to you, such as global news updates, global market guides, market reports, currency analysis and market commentary from CIBC World Markets, BNY Mellon Asset Servicing and Performance & Risk Analytics.

  • "Customize" - Allows you to set defaults for settings that affect all aspects of the environment - reporting parameters, date formats, etc.

  • What's New updates regarding new and planned site and service enhancements.

  • Workbench Meeting Centre - available for remote, online training and support.

  • Workbench Message Centre - a protected online repository for securely sending and receiving communications between BNY Mellon Asset Servicing and our clients.

3. How do I get access to Workbench?

In order to get access to the Workbench site, contact your Relationship Manager. If in doubt, you can also contact your respective Workbench Client Support Group. For BNY Mellon employees, click here to get access to Workbench.

The Americas
    Workbench / INFORM
Europe, Middle East & Africa
  The Netherlands   
Asia Pacific
    Phone: ,
  Email: ctds_Asia@bnymellon.com
Internet electronic mail is not secure. Any messages sent to the support addresses designated by the e-mail links above should not contain any sensitive or confidential information.

4. What is the availability of Workbench?

The Workbench website is available 24 hours a day, 7 days a week, with the exception of our eCommerce maintenance cycles.

eCommerce maintenance times - Workbench website is unavailable:
New York London Amsterdam Singapore
(April to October)
(November to March)
From Sunday 12:00AM midnight to Sunday at 8:00AM From Sunday at 5:00AM to Sunday at 1:00PM From Sunday at 6:00AM to Sunday at 2:00PM From Sunday at 12:00PM noon to Sunday at 8:00PM From Sunday at 1:00PM to Sunday at 9:00PM

5. When I get access to Workbench, can I still use my current desktop applications, such as Client Reporting or CRS on-line?

Yes! You can continue to use your current EWB desktop applications.

6. What browsers and operating systems are supported by Workbench?

Workbench has cross-browser compatibility, but it is optimized for the following Browsers and versions. Desired Security Protocols and compatible Operating Systems are also outlined below.


Internet Explorer 9 All features are supported.
Internet Explorer 10 Must run in Compatibility View* at this time.
Internet Explorer 11 Must run in Compatibility View* at this time.
Safari 4.0.4 or higher All features are supported.
Google Chrome (latest version) Charts and Compliance Monitor are not supported at this time.
Firefox (latest version) Some issues with the rendering of report parameter pages. Position Inquiry and Transaction Inquiry not supported at this time.

*Compatibility View mode is required for the support of all applications on Workbench.

Browser Security Protocols:

SSLv2, SSLv3 browser security protocols are widely known to be vulnerable and are disabled for any browser attempting to connect to Workbench. Please enable any of the following standard browser protocols to ensure successful connectivity to Workbench: TLS 1.0, TLS 1.1, TLS 1.2.

As an example, to enable TLS in Internet Explorer 9:

  1. In Internet Explorer, click on the gear icon, or Tools menu, and select "Internet Options".
  2. Click on the "Advanced" tab.
  3. Scroll to the "Security" grouping.
  4. Place a checkmark next to the desired "Use TLS" selection.
  5. Click the Apply button.
Operating Systems:
    Microsoft Windows Users:
   - Microsoft Windows 7 and above
   - Microsoft Windows Vista
    Macintosh Users: Apple OS X

7. What version of Adobe Acrobat Reader is required?

Adobe Acrobat® Reader is software that lets you view and print Adobe Portable Document Format (PDF) files. Workbench PDF documents currently support Adobe Reader version 6.0 and higher.

Special Notes:

  • In order to properly view the PDF output from the Workbench Real Time Custody applications, you must use Adobe Acrobat® Reader 7.0 or higher.

  • While Adobe Reader version 6 allows access to the majority of the Workbench features, Adobe Reader X (version 10) allows you to maximize your performance on Workbench.

You can upgrade or install Adobe Reader by following the instructions located on the Adobe Systems Incorporated web site .

Note: Be sure to also have the latest version of Flash Player installed.

8. How secure is my information on Workbench?

One of our highest priorities is to ensure your privacy and peace of mind by employing the most advanced online security measures in the industry. These include:
  • State-of-the-art encryption of all data transmitted between your computer and our secure site. We require 128-bit Secure Sockets Layer (SSL) to maintain the highest encryption standards throughout our site and protect your online account information. In the United States or Canada, you can upgrade to128-bit secure connection support, however due to legal restrictions this software is not available worldwide. International users may still be able to conduct 128-bit transactions without this upgrade, because the Workbench Web server supports Server Gated Cryptography (SGC). SGC is available worldwide for qualifying sites. However, some United States and Canada financial sites that do not use SGC may require the 128-bit upgrade be installed on your computer.

  • The Workbench Web site provides secure communication and has a valid certificate. Secure communication means that information you provide, such as your user ID, is encrypted so that it can't be read or intercepted by other people. The certificate is a statement guaranteeing the security of this Web site. A certificate contains information that a specific Web site is authentic. This ensures that no other site can assume the identity of the original site.

  • The digital signature component of a security certificate is an electronic identity card. The digital signature tells you, the recipient, that the information actually came from Workbench and has not been forged or tampered with. When you visit a secure Web site, like Workbench or any other site, that starts with "https", the site automatically sends you their certificate.

  • A unique user name-password system for authentication purposes.

9. How do I optimize Workbench response time?

  • Browsers such as Microsoft's Internet Explorer can be configured to save copies of web pages that you have visited onto your local hard drive for storage. This local storage is called a cache. To increase the performance of the Workbench website, your browser should be configured to use the cache, every time a Workbench Web page is visited. For Internet Explorer, we recommend the browser cache setting, "Automatically". There is also a tool within Workbench that allows you to clear your cache. Click here for the available tool.

  • Additionally, "HTTP 1.1" Advanced settings within your browser help to maintain a persistent connection between your Workbench session and the BNY Mellon Asset Servicing servers. This speeds up the transfer of the files that make up the Workbench web pages, by reducing the need to establish repeated or multiple connections. Select both the "Use HTTP 1.1" and "Use HTTP 1.1 through proxy connections" settings.

  • Add Us to Your Browser's Trusted Sites - browsers have some safeguards to secure the integrity of your computer and your company. Sometimes, depending on your settings, you need to let your browser know what sites you trust. (You may need your IT group's help with this if your company does not allow you the permission to make security-related changes.)

    Example for Internet Explorer Users:

    • On the Internet Explorer Tools menu, select Internet Options.
    • Click the Security tab, and highlight the Trusted sites zone.
    • Click the Sites... button.
    • In the Add this Web site to the zone box, type in the following trusted sites:


    • Click on the Add button.
    • Click OK twice.

  • Customize your homepage. When you access the Workbench Home page, you are presented with our full array of news content in the center and right columns on the page. Because of the large amount of content, viewing all content components may slow the loading of your Home page. To configure your homepage, select Customize, Home Page Content Selections from the homepage toolbar.

10. Why am I automatically logged out of Workbench?

Since Workbench is a secure site with access to sensitive information, we require re-authentication after a 30 minute period of inactivity. You will be automatically taken to a session time out page explaining the reason for the time out. By clicking the OK button you will be forwarded back to the login page where you will need to re-enter your userId and password.

11. How can I get a copy of the Workbench Terms & Conditions?

The Workbench Terms & Conditions are available by clicking here.