Manage your accounts with ease.
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Send a Document to Your Advisor
Use the app to scan a document and send it to your advisor.
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.
Stock Story –
A New Way to Research
Stock Story – A New Way to Research
Go beyond the headlines – Read our in-depth analysis on key stocks

More Client Tools

Stay Secure
Log in with your fingerprint to access your accounts faster than ever.
Manage Your Investment Accounts
View all of your linked accounts and check your balances, holdings and order status.
Connect Securely with Your Advisor
Stay in touch with your advisor's team with our Secure Message Center.
Transfer Money and Pay Bills
Transfer money between your linked accounts and pay bills with a single login.
Dashboard
See what's most important to you with the customizable dashboard.
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.
Access Market Research
Read customized market and security news and research with advanced charting and heat maps.
Statements and Documents
Access your account and tax statements and more at your convenience.
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Website Features

My Financial Picture
Consolidate your financial information including external accounts in a secure location for a more complete view of your net worth.
e-Signature
Free, secure service to sign and submit electronic forms to your Financial Advisor.
Authorized Account Access
Add, authorize or remove account access for others to view your statement copies, balances and website activity.
Documents Vault
Upload and store personal documents in a secure repository for easy sharing with your financial advisor.
Download Account Data
Import your data to your personal accounting software in a few easy steps.
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Clients with Bank of America accounts also have access to:

Bank of America Card Activity
View details and activity of your Bank of America checking, savings and credit card accounts.
Manage Card Settings
Activate, lock or unlock your Bank of America credit and debit cards. Report and replace lost or stolen cards.
Monitor Your FICO® Score
Understand your credit status with a free monthly FICO® Score from TransUnion® for eligible customers with a Bank of America credit card.
Send and Receive Money with Zelle®
Tap into the simple, secure way to send or receive money.
Provided by Bank of America, N.A.

Please review this important information relating to your account and transactions. You can also view additional information by logging in to your account on the website.

Some of the features and services available on the full site are not available within this mobile optimized website. Please access the full site to access all functionality.

Investing involves risks. There is always the potential of losing money when you invest in securities.

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.

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 popup Member SIPC popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

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

Privacy & Security

© 2025 Bank of America Corporation. All rights reserved.

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