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
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Multi-factor authentication each time you login
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Secure login using biometric authentication, including facial recognition and fingerprint scanning
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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
1. Enroll
Don’t have a Bank of America Mobile & Online banking account? Set one up now.
3. 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
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