MANAGE MY FINANCES

Mobile and online access

See a complete view of your Merrill investments and Bank of America banking

MyMerrill mobile and online and Bank of America® Mobile1 & Online Banking offer seamless, secure access to your Merrill investment and Bank of America® bank accounts.

Stay connected to your investments with MyMerrill

MyMerrill.com® and MyMerrill mobile app allow you to:

 

  • View and manage your Merrill investment accounts.
  • Access Merrill research and insights.
  • Stay connected with your advisor.

Take charge of your bank accounts with Bank of America Mobile & Online Banking

With Bank of America Mobile and Online Banking, you can:

 

  • View, monitor and manage your bank accounts.
  • Make deposits,2 transfer or send money3 and pay bills.4
  • Use tools to get a clearer view of your finances.
example of the Merrill online desktop and mobile information on the left. The second image shows a Bank of America online desktop and mobile information on the right.

Enjoy an integrated experience with one-click access

When you link your accounts, you will get a consolidated view of your banking and investment account details, gain access to contact your advisor and seamlessly move money between your Merrill investment and Bank of America banking accounts.

Get started

To begin, enroll in MyMerrill mobile and online and Bank of America Mobile and Online Banking and link your accounts. Your Merrill advisor can assist you.

 
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Whether you’re defining goals, addressing change or figuring out how to move forward, Merrill and Bank of America offer a wide range of solutions to help you take the next step and stay on track.

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1 Mobile Banking. Mobile Banking requires that you download the Mobile Banking app and is only available for select mobile devices. Message and data rates may apply.

 

2 Mobile check deposits are subject to verification and not available for immediate withdrawal. Other restrictions apply. In the Mobile Banking app menu, select Menu > Help > Browse More Topics > Mobile Check Deposit for details and other terms and conditions. Message and data rates may apply.

 

3 Fees apply to wires and certain transfers. See the Online Banking Service Agreement for details. Data connection required for online and mobile transfers. Wireless carrier fees may apply.

 

4 Payments made through Bill Pay with your Bank of America Advantage SafeBalance Banking® account will be withdrawn from your account before delivery to the payee. If there are not enough funds in your account when we attempt to withdraw the payment amount, the payment will not be sent. Please see the Online Banking Service Agreement for details.

 

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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, fiduciary and investment management services are provided by Bank of America, N.A. and its agents, 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
© Bank of America Corporation. All rights reserved.
4744959-EXP-2023-05-17
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