Experience your full financial life online. Anytime, anywhere.

We're constantly evolving our digital capabilities to help you invest with Merrill and bank with Bank of America with ease.

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A holistic view of your financial life

 

My Financial Picture, a feature of the MyMerrill app, provides a snapshot of all your external account information from banks, brokerages, mortgages and more in one secure location — making it easy to share with your advisor.

  • View your net worth, balances, holdings and activity
  • Track your income and spending trends and view your expense analysis and transactions
  • Enter an address to automatically track current property values

 

 

Securely manage your finances online

 

There is an extensive range of capabilities available to MyMerrill and Bank of America Mobile and Online Banking users that help to ensure that only the appropriate individuals have access to your accounts.

 

  • lock icon

    Multi-factor authentication each time you login

  • fingerprint icon

    Secure login using biometric authentication, including facial recognition and fingerprint scanning

  • warning icon

    Security alerts to notify you of important accounts updates

Switch to paperless statements

 


Safely engage with your financial statements from your MyMerrill account.

 

  • Enrolling is easy. There are no forms to fill out or papers to sign.

  • Go paperless with Online Delivery and receive statements and notifications on your accounts conveniently, quickly, and safely

  • Email alerts notify you when documents are available for viewing in your account

  • Access up to 7 years of records
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Simplify the way you invest and bank

 

Connecting your Merrill investment and Bank of America banking accounts gives you a consolidated view of your finances in one secure place. Plus, it’s easy to get started with premium benefits through the Bank of America Preferred Rewards program.

 

  • Enroll icon

    1. Enroll

    Don’t have a Bank of America Mobile & Online banking account? Set one up now.

    Enroll now
  • Phone icon

    2. Download

    If you haven’t already, download the MyMerrill app on your mobile device.

  • Link icon

    3. Link

    Sign into your MyMerrill account and click on “Link Merrill account” on the banner located on the Account Overview page

    Sign in and link now

Start a conversation with us

 

A holistic view of your investing and banking can make it easier to your Merrill advisor about your investing goals and a Bank of America associate about your banking needs.

 

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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

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, 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.

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 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 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.

© Bank of America Corporation. All rights reserved.

Patent: patents.bankofamerica.com

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