When you link your Merrill Investment and Bank of America Banking accounts together through our single sign-on capability, you may view, manage and transact across all of your accounts, and communicate easily with your Merrill advisor whenever and wherever you need to! 

Let's see how it works on the MyMerrill mobile app.

To get started linking your accounts, you will first need to enroll to create user ids and passwords for both MyMerrill and Bank of America which may be done on the individual sites or mobile apps. 

Look for the enroll link and follow the steps to verify your information and set up your user ids & passwords.

Once you have enrolled, you can link your accounts in several ways:

By accessing MyMerrill Online or Bank of America Mobile Banking or Online Banking and following the single sign-on prompts.

Let's see how it works by logging into MyMerrill Online. You will click on the 'Link Accounts' button within the banner to enter your user ID and password for Bank of America to complete the link. 

If you chose to link within Bank of America Mobile & Online Banking, you will be prompted to enter your Merrill ID and passwords.

Now that single sign-on is complete, let's take a look at what you can expect from ourintegrated online experience!

MyMerrill investment and Bank of America banking Online sites offer:

•Seamless navigation to view all of your linked accounts, 

•A review of your spending and income to create a personalized budget, 

•Access to view your FICO® score, 

•And, manage your card settings.

Our integrated mobile apps offer everything our sites do and so much more,  and, 

Many of the Merrill features can now be easily accessed via the Bank of America Mobile app too!

In addition to viewing your Merrill Investment balances, holdings & activity, you have:

•Visibility into your Bank of America Bank account details

•Direct access to your advisor to send or scan a document

•Ability to request a wire

•Ability to make eligible deposits into your Merrill or Bank of America bank accounts •And ability to accept rollover deposits to Merrill 

 

•Enhanced transfer options between Merrill accounts such as - •CMA to 529 college savings, 

•Personal Retirement to Personal Retirement, 

•And CMA to Bank of America Loan Management account

•Access to Zelle to quickly and securely send and receive money with friends and family. Zelle works with almost any bank in the U.S., and money is sent directly betweenaccounts

And, Erica® your Virtual Financial Assistant also helps answer questions about your Merrill investment and Bank of America banking account information, including checking your investment balances, stock price inquiries and more within the Bank of America Mobile Banking app. 

One-click access creates a simple and secure integrated investing and banking experience. 

Get started today!

 

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.

Banking products are provided by Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation.

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.

© 2021 Bank of America Corporation. All rights reserved. 3688374 - 07/27/2022