MyMerrill Digital Capabilities

See Important Information at the end of this video.

At Merrill, providing an exceptional client experience is our top priority. 

While we can_’t always be with you in person, our digital tools put everything you need right at your fingertips. 

And today, MyMerrill is better than ever. 

Access your Merrill accounts anytime, anywhere, from our redesigned, user friendly interface.  

Link your Bank of America banking accounts to your Merrill investment accounts for your total net worth, as well as a single view of your spending, budgeting, and investing.

Move money between your accounts or through Zelle. 

And make deposits and manage your cards & digital wallet all without leaving the app. 

And if you need your advisor, getting in touch is easy… with a click of a single button to call your team immediately. 

Or, safely read, reply and share messages through your secure inbox from our Communication Center view.

The digital signature suite of tools helps you and your advisor collaborate remotely, with e-

Signature, mobile easy sign, and document scanning…  Limiting the amount of paperwork required!

And, store your essential records securely in the digital Documents Vault. 

Your personal financial data is always safeguarded through the best security practices available, including biometrics and optional two-factor authentication.  And, our security center lets you configure account alerts and other settings. 

Merrill continues to innovate to make our digital tools better every day.  Providing personalized financial guidance, anytime, anywhere.  

Important Information: 

Investing involves risk.  

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. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. 

Investment products:

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