Communicate quickly and privately with your advisor. Learn how to start using Secure Message Center.
Secure Message Center
At Merrill Lynch, we know the important role technology plays in your overall experience with us. As digital interactions become more prevalent, we are committed to ensuring that your personal information and communications are securely managed.
Safeguarded by the MyMerrill Fraud protection guarantee, the Secure Message Center allows you to
safely communicate with your advisor. This easy to use feature may be accessed through MyMerrill.com® and the MyMerrill® app.
Some of the many ways to use this feature include:
• sending your confidential information and transfer instructions,
• receiving documents for your electronic signature, or
• requesting and accepting appointments
To access Secure Message Center:
• log into MyMerrill.com
• click on the “envelope” icon to view your messages.
To create and send a message, such as a letter of authorization for a funds transfer:
• click “Compose New Message”
• select the recipient names from the drop down menu
• type the message:
• please transfer $100 from account XYZ to account ABC, and
• click “Send”
You may also attach documents in your message by clicking the browse button and selecting the appropriate documents. Prior to processing, someone from your branch office may reach out to you to confirm your request. You may request and accept meeting invitations from your Advisor, and download the details to your personal calendar.
To access Secure Message Center through your MyMerrill app:
• tap on the navigation menu icon, and select communications to Compose
• view , and
• respond to messages, appointments and tasks.
The safety and security of your financial information is always a top priority. That is why Merrill Lynch has created the Secure Message Center, to ensure correspondence between you and your Advisor remains private and secure. It’s all part of our commitment to you, and to improving your experience through every interaction.
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