Experience your full financial life online.
Anytime, anywhere.


At Merrill and Bank of America we’re constantly evolving our digital capabilities to help
you invest and bank with ease.


A holistic view of your financial life

My Financial Picture, a feature of the MyMerrill app, provides a snapshot of all your external account information from banks, brokerages, mortgages and more in one secure location — making it easy to share with your Private Wealth Advisor.

  • View your net worth, balances, holdings and activity
  • Track your income and spending trends and view your expense analysis and transactions
  • Enter an address to automatically track current property values

Securely manage your finances online

There is an extensive range of capabilities available to MyMerrill and Bank of America Mobile and Online Banking users that help to ensure that only the appropriate individuals have access to your accounts.
  • lock icon

    Multi-factor authentication each time you login

  • fingerprint icon

    Secure login using biometric authentication, including facial recognition and fingerprint scanning

  • warning icon

    Security alerts to notify you of important accounts updates

Switch to paperless statements

Safely engage with your financial statements from your MyMerrill account.

  • Enrolling is easy. There are no forms to fill out or papers to sign.
  • Go paperless with Online Delivery and receive statements and notifications on your accounts conveniently, quickly, and safely
  • Email alerts notify you when documents are available for viewing in your account
  • Access up to 7 years of records

Simplify the way you invest and bank 

Connecting your Merrill investment and Bank of America banking accounts gives you a consolidated view of your finances in one secure place. Plus, it’s easy to get started with premium benefits through the Preferred Rewards program.

Enroll icon1. Enroll
Don’t have a Bank of America Mobile & Online banking account? Set one up now.

Phone icon2. Download
If you haven’t already, download the MyMerrill app on your mobile device.

Link icon3. Link
Sign into your MyMerrill account and click on “Link Merrill account” on the banner located on the Account Overview page

Start a conversation with your advisor

A holistic view of your investing and banking can make it easier to talk to your Merrill Private Wealth Advisor about your goals.

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