Keeping tabs on your finances wherever you are

MyMerrill Digital Capabilities

At Merrill, providing an exceptional client experience is our top priority.

While we can_’t always be with you in person, our digital tools put everything you need right at your fingertips.

And today, MyMerrill is better than ever.

Access your Merrill accounts anytime, anywhere, from our redesigned, user friendly interface.

Link your Bank of America banking accounts to your investment accounts for your total net worth, as well as a single view of your spending, budgeting, and investing.

Move money between your accounts or through Zelle.

And make deposits and manage your cards & digital wallet all without leaving the app.

And if you need your advisor, getting in touch is easy… with a click of a single button to call your team immediately.

Or, safely read, reply and share messages through your secure inbox from our Communication Center view.

The digital signature suite of tools helps you and your advisor collaborate remotely, with eSignature, mobile easy sign, and document scanning… Limiting the amount of paperwork required!

And, store your essential records securely in the digital Documents Vault.

Your personal financial data is always safeguarded through the best security practices available, including biometrics and optional two-factor authentication. And, our security center lets you configure account alerts and other settings.

Merrill continues to innovate to make our digital tools better every day. Providing personalized financial guidance, anytime, anywhere.

Important Information:

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp. Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. © 2020 Bank of America Corporation. All rights reserved. 3418243

Secure Messaging

Send and receive advisor messages through our secure messaging center.
eSignature

Sign important documents right from your mobile device.
Appointments

Request a date and time to meet one on one with your advisor.

Manage your accounts

The MyMerrill app makes it easy to stay on top of your day-to-day financial needs.

	CHECK BALANCES View all of your linked accounts, holdings and investment activity
	SET ALERTS Set notifications for important account or market activity
	TRANSFER FUNDS Move money between your linked accounts (internal or external)
	DEPOSIT CHECKS Simply snap a photo of your check and deposit into your account

Access market research and
perspectives

Understand what’s happening in the markets—and why—with news, market research, podcasts and insights from our BofA Global Research analysts.

_{BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.}

Online and mobile security
Merrill utilizes multiple security methods to safeguard your personal information.

View our cyber safety policies, tools and resources
Free Fraud Protection Soﬅware
We offer our valued clients free online fraud protection software.

Learn about IBM Trusteer Rapport
Fraud Protection — Guaranteed
As a commitment to your account security, we protect you with our Merrill Lynch Fraud Protection Guarantee.

View details of our guarantee

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