MyMerrill Mobile App

 

 

Please see important information at the end of this video – first screen - text only, no voice over 

 

At Merrill, our digital capabilities are important to helping you manage your financial life and our mobile app keeps you informed, 24/7, while staying connected with your Advisor anytime, anywhere.

 

It’s easier and more secure than ever before to log onto the mobile app using fingerprint technology and facial recognition.  

 

With robust features such as: 

Dashboard and account views for quick access to your entire net worth, as well as your personalized communication timeline

 

Real-time balances and activity for both Merrill and Bank of America 

 

And access to your Merrill investments

 

With the ability to seamlessly navigate between the two apps, you have all of your account details right at your fingertips!!

 

We offer several ways to transfer money including: 

Cash transfers – real-time between your investment and Bank of America banking accounts.

 

Zelle - a fast and easy way to send, request or split money among multiple people, no matter where they bank in the U.S.

 

And Wire Transfers – submitting a request to your branch office.

 

 

The Spending and Budgeting tool tracks your spending, income and cash flow across your Merrill investment and Bank of America banking accounts 

  

This gives you a clear and comprehensive view, along with, the ability to create a budget based on past behaviors.

 

The document scanning feature allows you to scan and send paper documents to your Advisor through Secure Inbox.

 

And, you can always communicate with them through the Contact Us page.