Keeping tabs on your finances
wherever you are

Manage your accounts

The MyMerrill app makes it easy to stay on top of your day-to-day financial needs

  • Check balances
     View all of your linked accounts, holdings and investment activity 
  • Set alerts 
    Set notifications for important account or market activity 
  • Transfer funds 
     Move money between your linked accounts (internal or external) 
  • Deposit checks
    Simply snap a photo of your check and deposit into your account 

Securely connect with your Advisor

With the MyMerrill mobile app, it’s easy to stay connected with your Private Wealth Advisor, no matter where you are.
  • message icon

    Secure Messaging

    Send and receive advisor messages through our secure messaging center.

  • pen icon

    eSignature

    Sign important documents right from your mobile device.

  • calendar icon

    Appointments

    Request a date and time to meet one on one with your Private Wealth Advisor.

Access market research and perspectives

Understand what’s happening in the markets –and why– with news, market research, podcasts and insights from BofA Global Research analysts and/or Bank of America’s Chief Investment Office

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. 

Protecting what matters most

In this digital age, it’s important to keep your information safe - especially when it comes to personal and financial documents. That’s why we’re committed to providing the utmost security to our clients.

Download the MyMerrill app on your mobile device

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