Keep Tabs on Your Finances Wherever You Are

Learn About the MyMerrill Mobile App

Access your Merrill investment and Bank of America bank accounts on the go. Use the MyMerrill app tools to help you make more informed investing decisions on your mobile devices

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Online & Mobile Security

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Send a Document to Your Advisor

Use the app to scan a document and send it to your advisor.

Send a Document to Your Advisor

Set Up Mobile Alerts

Set Up Mobile Alerts

Create alerts for holdings activity, account changes and market activity.

Track Income and Cash Flow

Compare your spending against income on the new cash flow tab in Spending and Budgeting, provided by Bank of America, N.A

Track Income and Cash Flow

Stock Story – A New Way to Research

Go beyond the headlines – read our in-depth analysis on key stocks.

More Client Tools

Stay Secure

Stay Secure

Log in securely with Touch ID^®, Fingerprint Login or Face ID^®.

Dashboard

Dashboard

See what's most important to you with the customizable dashboard.

Manage Your Investment Accounts

Manage Your Investment Accounts

View all of your linked accounts and check your balances, holdings and order status.

Deposit Checks

Deposit Checks

Snap a photo of a check, then deposit into the account of your choice. View deposit activity and contribute directly to a retirement account.

Connect Securely with Your Advisor

Connect Securely with Your Advisor

Stay in touch with your advisor's team with our Secure Message Center.

Access Market Research

Access Market Research

Read customized market and security news and research with advanced charting and heat maps.

Transfer Money and Pay Bills

Transfer Money and Pay Bills

Transfer money between your linked accounts and pay bills with a single login.

Statements and Documents

Statements and Documents

Access your account and tax statements and more at your convenience.

Learn About the MyMerrill Mobile App

Use the app to scan a document and send it to your advisor.

Learn About the MyMerrill Mobile App

Set Up Mobile Alerts

Set Up Mobile Alerts

Create alerts for holdings activity, account changes and market activity.

Track Income and Cash Flow

Compare your spending against income on the new cash flow tab in Spending and Budgeting, provided by Bank of America, N.A

Track Income and Cash Flow

Stock Story – A New Way to Research

Go beyond the headlines – read our in-depth analysis on key stocks.

More Client Tools

Stay Secure

Stay Secure

Log in securely with Touch ID^®, Fingerprint Login or Face ID^®.

Dashboard

Dashboard

See what's most important to you with the customizable dashboard.

Manage Your Investment Accounts

Manage Your Investment Accounts

View all of your linked accounts and check your balances, holdings and order status.

Deposit Checks

Deposit Checks

Snap a photo of a check, then deposit into the account of your choice. View deposit activity and contribute directly to a retirement account.

Connect Securely with Your Advisor

Connect Securely with Your Advisor

Stay in touch with your advisor's team with our Secure Message Center.

Access Market Research

Access Market Research

Read customized market and security news and research with advanced charting and heat maps.

Transfer Money and Pay Bills

Transfer Money and Pay Bills

Transfer money between your linked accounts and pay bills with a single login.

Statements and Documents

Statements and Documents

Access your account and tax statements and more at your convenience.

Additional Resources

Corporations & Institutions

Media & Journalists

Form CRS & Other Resources

Investment and insurance 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

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly 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.

This material does not take into account a client’s particular investment objectives, financial situations, or needs and 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. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

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.

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

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, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary 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.