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How Merrill Lynch Protects Your Personal Information


Protecting your personal information is a shared responsibility. That's why Merrill Lynch has implemented safeguard measures across our global organization, such as:


  • Authenticating you when you call, visit us online or visit us at the branch office

  • Important: We do not call our clients and ask for their personal information. We already have your information on file. We only ask you for some pieces of your personal information to authenticate when you call us

  • Offering all clients the opportunity to create a security code to securely access account information over the phone

  • Using common security technologies help to protect your information, including when you are logged in to our network of Merrill Lynch websites

  • Monitoring ongoing transactions against established activity profiles

  • Contacting you if fraud is suspected on your account

  • Training our employees in the appropriate policies and procedures help to protect your personal information

  • Delivering statements electronically to reduce the chance of mail theft


If you need to report identity theft or fraud, or if you have questions, please call us at
phone 1.800.MERRILL (637.7455), or contact your financial advisor.



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