MyMerrill

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 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 MyMerill app for iPhone is available to clients who have online access to the MyMerill.com
website. Some of the features and services available on MyMerrill.com are not available within
this app. Please access the website to access all functionality. Select Application License
Agreement and review the amended 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 involves risks. 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, a registered investment adviser, Member Securities Investor
Protection (SIPC) and a wholly owned subsidiary of Bank of America Corporation ("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.
Touch ID and Face ID are registered trademarks of Apple Inc.
© 2026 Bank of America Corporation. All rights reserved.