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
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.
1 Apple, the Apple logo and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries. App store is a service mark of Apple Inc. Android, Google Play logo are trademarks of Google Inc.
2 Fees apply to wires and certain transfers. See the Online Banking Agreement for details. Data connection required for online and mobile transfers. Wireless carrier fees may apply. Mobile transfers are available on the Mobile Banking app for iPad, iPhone and Android devices.
Due to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries. As a result, Merrill will be delaying mailings to impacted clients. Click here for additional details. Click here to see which countries are impacted.
Investing involves risk. There is always the potential of losing money when you invest in securities.
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 (including financial planning) and other services. Additional information is available in our Client Relationship Summary.
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 and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries 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.
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
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