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MyMerrill.com enhances the relationship between you and your Advisor with an easy to use platform that includes powerful digital features.

Once logged in, you will see your total net worth, which includes your Merrill investment and Bank of America banking accounts linked through our single sign-on feature, and any external accounts you elect to add in My Financial Picture, our asset aggregation tool.

For your Merrill specific accounts, you may also view:

  • Intra-day holdings
  • Activity
  • And, up to 7 years of statements and tax reporting documents

You may take advantage of our self-service capabilities such as:

  • Transfer funds, immediately between eligible Merrill investment and linked Bank of America banking accounts,
  • Request a wire transfer or a check,
  • Transfer securities
  • And, with single sign-on established, view your FICO score on your Bank-backed credit cards
  • And review your spending & budgeting across your Merrill investment and linked Bank of America banking accounts

You may communicate and share information safely and securely with your Advisor through Secure Inbox, our messaging application.

Our Digital signature capabilities are available to help expedite requests and document processes. No more wet ink or physical paperwork required!

And, you may allow another individual, such as a family member, lawyer or accountant, read-only access to review and download your account information and statements through our 3rd Party Access feature.

Merrill is continually safeguarding you through the best security practices available today. Our security features include:

  • The option to receive a one-time password to verify your identity
  • A free online fraud software download which protects you from malware
  • As well as the ability to view login history
  • And, email notifications informing you of important account updates

MyMerrill.com provides you with access to innovative tools and resources to help make your financial life easier.

Important Information:

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.

Investment products:

  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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.

© 2021 Bank of America Corporation. All rights reserved. 3569611