MyMerrill

The MyMerrill app is a convenient way for clients to stay connected with their advisor and manage their Merrill investment accounts. It offers a variety of features and services, including secure messaging and document sharing, the ability to deposit checks and transfer money, access to market research, and the ability to manage Bank of America, N.A. debit and credit card accounts. The app also prioritizes security, with options for fingerprint login and information on privacy and security features.

One of the key features of the MyMerrill app is the ability to securely send messages and documents to your advisor. This allows for easy communication and collaboration, without having to worry about the security of sensitive information. The app also allows for the scanning and sending of documents using your phone's camera, making it even more convenient to share important documents with your advisor.

The app also offers a variety of banking features, such as the ability to deposit checks by taking photos of them, transfer money between linked Merrill investment and Bank of America, N.A. banking accounts, and make transfers to and from accounts held at other financial institutions. It also allows for wire transfers and the payment of eBills, making it a one-stop-shop for managing your finances.

In addition to these features, the MyMerrill app also provides access to market research, including news and research reports on U.S. and global markets, as well as specific securities. It also offers stock profiles with in-depth company information and performance analysis. This can be a valuable resource for investors looking to stay informed and make informed decisions.

The app also allows for the management of Merrill investment accounts, with the ability to view balances, holdings, order status, and transaction history. It also allows for trading of stocks, ETFs, mutual funds, and options, as well as the ability to view external accounts held outside of Merrill. The app also provides quick access to statements and documents, as well as customizable alerts to help users stay on top of their accounts.

Finally, the MyMerrill app prioritizes security, with options for fingerprint login and information on privacy and security features. It also offers the ability to track income and cash flow in Spending and Budgeting, provided by Bank of America, N.A. Users can also view activity on their Bank of America, N.A. credit card and banking accounts, as well as send and receive money using Zelle®. The app also offers one-on-one support for any bugs or feature requests, making it a comprehensive and convenient tool for managing your finances.