Stay vigiliant during tax season.
Help protect yourself from check fraud and learn more on other scam types.
How we protect you
Merrill is committed to your security because the protection and trust of our clients is essential to our business. Here are some of the ways we protect you.
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Authentication
Our highly trained associates follow strict guidelines to validate your identity and ensure your confidential information stays safe when you call, visit us online or at a branch.
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Security Technology
We offer safeguards through powerful security tools, such as early fraud warnings, state-of-the-art encryption, login authorization codes, and much more.
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Privacy Assurance
We are transparent in explaining the way we collect and share your personal and financial information. Our privacy policies are designed to protect you and give you control.
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Fraud Protection
We value you as our client, and we always want you to feel safe doing business with us. Merrill’s Fraud Protection Guarantee will reimburse you for losses that occur due to unauthorized third-party activity.
We have high standards
At Merrill, we know the important role technology plays in your relationship with us. Watch this video to learn how we work to deliver the highest quality service experience to help simplify your financial life.
Best in class cyber security
Merrill’s highly acclaimed cyber security team delivers comprehensive security round-the-clock to protect our clients against malicious actors. Cyber security is fundamental to everything we do. See how we integrate security features in the MyMerrill and MyMerrill app to help protect your interactions online.
Knowledge is a powerful defense against fraud and scams
Merrill’s Security Center is designed to provide you with the security tools and resources you need to fight against fraud and scams.
Imposter scams are on the rise, and education is our best defense.
Scammers are impersonating financial advisors by using their names, photos and other contact information to create fraudulent websites in order to steal your personal information.
They may contact you by phone, text or email to try and trick you into providing your personal information. By spoofing legitimate phone numbers to call or text you, these requests can be very convincing.
Posing as a trustworthy advisor, an imposter will send false emails containing malicious links or malware. Don’t reply to messages from unknown senders or click on their attachments.
If someone contacts you claiming to be a financial advisor (from Merrill, Bank of America Private Bank, Consumer Investments or other brokerage firms) or other trusted professional, there are clues to help you tell if the contact isn’t legitimate.
The name of the advisor is the website domain, and the site includes a photo of the financial advisor. Also watch for: information about their employment history, including prior employers’ CRD numbers and examinations.
The site asks you to supply contact information. It may also have grammar errors, misspellings, awkward phrasing, and poor design quality, including low-resolution images and odd layouts.
Scammers often try to elicit a strong emotional reaction to get you to fall for their schemes. Don't feel pressured to respond immediately — this is what they want you to do.
Read more about scams by visiting our Security Center.
If you suspect you’re a victim of fraud, contact us immediately at 1.800.MERRILL (637.7455) or speak to your financial advisor for further assistance.
