Keeping tabs on your finances wherever you are

Securely connect with your advisor

With the MyMerrill mobile app, it’s easy to stay connected with your advisor, no matter where you are.


  • 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.

Hand holding a phone with MyMerrill app dashboard on screen for illustrative purpose only

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 BofA Global Research analysts and/or Bank of America's Chief Investment Office.

 

 

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.

3 Phone showing market reserch and perspectives pages on screen for illustrative purpose only

Protecting what matters most

In this digital age, it’s important to keep your information safe — especially when it comes to personal and financial documents. That’s why we’re committed to providing the utmost security to our clients.

Download the app now


TEST

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Information for:

Corporations & Institutions Job Seekers Media & Journalists Shareholders

Get in touch:

Contact Us

Connect with ML®:

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

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.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

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.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
© Bank of America Corporation. All rights reserved.

Patent: patents.bankofamerica.com

5476455-EXP-2024-03-02
X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started