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Keep tabs on your finances — anytime, anyplace

The MyMerrill app helps you manage your finances, stay on top of the markets, and keep in touch with your advisor.



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.

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.

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.

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in 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.

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, 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 and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries 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 products, 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
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