Investment tools at your fingertips
Investing and banking connected
Link your Merrill investment accounts and Bank of America banking accounts for even greater secure digital access, all in one app, including:
- View your total net worth and accounts across banking, credit cards, investments and loans
- Immediate money transfers between your eligible Merrill investment accounts and Bank of America banking accounts1
- Access to Bank of America digital features including My Rewards, BankAmeriDeals®, the Spending and Budgeting tool and Erica®
- You can also view and manage your accounts in MyMerrill online and Online Banking
APP |
ONLINE |
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View investment accounts and holdings |
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Immediate transfers2 |
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View statements and documents |
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Security alerts |
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Connect with your advisor |
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Get market insights |
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Securely send and receive documents |
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eSignature |
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Deposit checks3 |
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Initiate digital wires |
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IBM® Security Trusteer Rapport™ |
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Documents vault |
1,2 Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, Bank of America Advantage SafeBalance Banking™, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.
3 Mobile check deposits are subject to verification and not available for immediate withdrawal. Other restrictions apply. Message and data rates may apply.
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