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Discover what MyMerrill can do for you—on desktop or mobile

With the secure privacy of MyMerrill and the MyMerrill app, you’ll have the freedom to safely access your accounts, connect with your advisor and much more—whenever and wherever you want.


ML DIGITAL CAPABILITIES

At Merrill Lynch we are committed to providing the best service possible, in every aspect of your relationship with us. MyMerrill.com is the online destination created to enhance the relationship between you and your Advisor.

The website has been designed to provide an easy to use platform that includes powerful new features and puts your advisor front and center on every page. In addition, the MyMerrill mobile app allows access to your accounts when and where you want.

The Merrill Lynch online offering provides you with secure access to view balances for your Merrill Lynch, Bank of America, and any external accounts added through our asset aggregation tool.

And for Merrill Lynch specific accounts, view your

  • intra-day holdings,
  • activity, including pending and settled transactions,
  • and access and download up to seven years of statements and tax reporting documents.

On the Transfers and Withdrawals page, you can

  • transfer money in real time between eligible Merrill Lynch and linked Bank of America accounts,
  • request a wire transfer,
  • issue a check,
  • and transfer securities.

Take advantage of My Financial Picture ® on MyMerrill.com®. This is a secure service which provides a single snapshot where you can view all of your finances.

As digital interactions become more prevalent, we’re committed to ensuring your personal information and communications are managed securely. Secure Message Center provides a safe two way messaging channel between you and your Advisor to share information and accept meeting invitations.

Our Electronic signature capability is available to expedite the document process.

Documents Vault is a secure data repository used for uploading documents and sharing certain category types with your advisor and 3rd party relationships.

With our Authorize Account Access feature, you may grant read-only account access to statements, activity and balances to 3rd party relationships such as accountants and attorneys. These relationships have no access to perform any account changes or transactions.

To ensure personal information is kept safe and protected, we offer several security features:

  • the option to receive a one-time password to verify your identity,
  • a free online fraud software download which protects you from malware,
  • as well as view login history and email notifications informing you of important account updates.

At Merrill Lynch, we know the importance of providing our clients' with access to innovative tools and resources that help make your financial life easier. It's all part of our commitment to you, and to improving your experience through every interaction.

Enroll via the app or online

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Website

Investment tools at your fingertips

MyMerrill and the MyMerrill app provide a full suite of secure tools and features.

 

 

 

  • Phone icon

    Make mobile check deposits

    Deposit checks easily and securely, anywhere, anytime.

  • Money icon

    Stay on top of your finances

    Check balances, statements, and other key documents.

  • Magnifying glass icon

    Access market insights

    Get the latest market news, research and insights.

  • people icon

    Connect with your advisor

    Communicate securely with your advisor and their team.

  • arrow transfer icon

    Perform transfers

    Transfer funds, request wires and checks.

  • document icon

    Document protection

    Feel confident when investing online with secure document sharing and eSignature.

Photo of Merrill investment accounts on desktop website and tablet app

Banking and investing connected

Connect your Bank of America banking accounts to your Merrill investment accounts for even greater secure digital access, including:
  • A consolidated view of your banking and investment accounts with a single log in
  • Real time money transfers between eligible bank and investment accounts
  • A streamlined way to track your cash flow via the spending and budgeting tool
  • Erica® to help answer questions and perform tasks

The MyMerrill app and MyMerrill features include:

 

APP

ONLINE

View investment accounts and holdings

View investment accounts and holdings

View investment accounts and holdings

Real time transfers²

Real time transfers2

Real time transfers2

View statements and documents

View statements and documents

View statements and documents

IBM® Security Trusteer Rapport™

IBM® Security Trusteer Rapport™

Security alerts

Security alerts

Security alerts

Deposit checks

Deposit checks

Connect with your advisor

Connect with your advisor

Connect with your advisor

Documents vault

Documents vault

Get market insights

Get market insights

Get market insights

Send and receive documents

Send and receive documents

eSignature

eSignature

eSignature

 

Enroll via the app or online

Mobile1

                           

 

 

Website

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