MyMerrill Software

What is MyMerrill? The MyMerrill app allows Merrill clients to access and manage their investment accounts conveniently. The app offers features such as secure messaging with advisors, depositing checks, transferring money, paying bills, accessing market research, managing investment accounts, and managing Bank of America debit and credit card accounts.

Merrill clients can access and manage investment accounts where and when it’s most convenient. Stay Connected with your Advisor • Send messages and documents securely • Scan and send a document to your advisor using your camera Deposit Checks, Transfer Money and Pay Bills • Take photos of checks to deposit them¹ • Transfer money between your linked Merrill investment and Bank of America, N.A., banking accounts • Make transfers to and from accounts held at other financial institutions • Request wire transfers and pay eBills Access Market Research • Read U.S., global market, and security-specific news and research reports • Most stock security profiles feature a stock story – from an in-depth company bio to performance analysis Manage Your Merrill Investment Accounts • View balances, holdings, order status and pending and historical transactions • Trade stocks, ETFs, mutual funds and options • View your brokerage accounts or any linked external accounts you hold outside Merrill • Quick access to statements & documents • Stay on top of your accounts with customizable alerts Stay Secure • Set up Touch ID® / Face ID® to securely log in to the app instead of using your Password² • Visit our Privacy & Security page online to learn more about the features we offer to help protect you and your accounts Manage your Bank of America, N.A., Debit and Credit Card Accounts • Track income and cash flow in Spending and Budgeting, provided by Bank of America, N.A. • View activity on your Bank of America, N.A., credit card and banking accounts • Send and receive money using Zelle®³ If you encounter a bug or have a feature request, let us help you one-on-one. Please contact us directly at 800.MERRILL (637.7455). ¹Deposits are subject to verification and not available for immediate withdrawal. Other restrictions apply. ²Certain devices are eligible for enrollment in Touch ID® / Face ID® ³Requires enrollment in the service and must be made from a Bank of America consumer checking or savings account. Recipients have 14 days to register to receive money or the transfer will be canceled. Dollar and frequency limits apply. IMPORTANT NOTICE The this app app is available to clients who have online access to the this app.com website. Some of the features and services available on this app.com are not available within this app. Please visit the website to access all functionality. Select Application License Agreement and review the Terms & Conditions, which apply to the website and all mobile devices. By downloading and using this app, you agree to the current Terms & Conditions. You may be charged access fees from your wireless service provider depending on your mobile device. Please check with your wireless service provider for details on specific fees and charges. For more information about Merrill privacy and security, please visit ml.com/privacy. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. 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, Member SIPC and a wholly-owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly-owned subsidiaries of Bank of America Corporation. Investment products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are herein under license. Face ID and Touch ID are registered trademarks of Apple Inc. © 2022 Bank of America Corporation. All rights reserved.