Maximize Your Financial Management with the MyMerrill App

In today's fast-paced world, managing your finances efficiently is crucial. The MyMerrill app offers a comprehensive suite of features designed to keep you connected with your financial advisor and streamline your banking and investment activities. This article explores the key functionalities of the MyMerrill app, ensuring you can make the most of your financial management.

Stay Connected with Your Financial Advisor

Effective communication with your financial advisor is essential for making informed decisions. The MyMerrill app allows you to:

• Send Messages and Documents Securely: Communicate with your advisor without worrying about security breaches.
• Scan and Send Documents: Use your device's camera to quickly send important documents to your advisor.

Effortless Banking: Deposit Checks, Transfer Money, and Pay Bills

The MyMerrill app simplifies your banking tasks, making it easier to manage your finances:

• Deposit Checks: Take photos of your checks to deposit them directly into your account, ensuring quick access to your funds.
• Transfer Money: Seamlessly transfer funds between your linked Merrill investment and Bank of America accounts.
• External Transfers: Move money to and from accounts held at other financial institutions with ease.
• Wire Transfers and eBill Payments: Request wire transfers and pay your bills electronically, all from the app.

Access Comprehensive Market Research

Stay informed about market trends and investment opportunities with the MyMerrill app:

• Market News: Read up-to-date news on U.S. and global markets, as well as security-specific reports.
• In-Depth Stock Profiles: Access detailed company bios and performance analyses for most stock securities.

Manage Your Merrill Investment Accounts with Ease

Keeping track of your investments is crucial for financial success. The MyMerrill app provides:

• Account Overview: View your account balances, holdings, order status, and both pending and historical transactions.
• Trading Capabilities: Trade stocks, ETFs, mutual funds, and options directly from the app.
• Access to External Accounts: Quickly view your brokerage accounts and any linked external accounts.
• Statements and Documents: Easily access your financial statements and important documents.
• Customizable Alerts: Stay informed about your accounts with personalized alerts.

Prioritize Security with Advanced Features

Your financial security is paramount. The MyMerrill app offers robust security features:

• Fingerprint Login: Set up fingerprint authentication for a secure and convenient sign-in experience.
• Privacy & Security Resources: Visit the app's Privacy & Security page to learn more about the protective measures in place for your accounts.

Manage Your Bank of America Accounts

The MyMerrill app also integrates seamlessly with your Bank of America accounts, allowing you to:

• Track Income and Cash Flow: Utilize the Spending and Budgeting tools provided by Bank of America to manage your finances effectively.
• View Account Activity: Monitor your Bank of America credit card and banking account activities.
• Send and Receive Money: Use Zelle® to transfer money quickly and securely.

Get Support When You Need It

If you encounter any issues or have feature requests, the MyMerrill app provides direct support. Contact customer service at 800.MERRILL (637.7455) for personalized assistance.

Important Information and Disclaimers

While the MyMerrill app offers a range of features, it's essential to be aware of certain conditions:

• Deposits are subject to verification and may not be available for immediate withdrawal.
• Fingerprint Login is available on certain devices.
• Transfers using Zelle® require enrollment and must be initiated from a Bank of America consumer checking or savings account.
• Investment products are not FDIC insured, not bank guaranteed, and may lose value.

For more information about privacy and security, visit ml.com/privacy.

Conclusion

The MyMerrill app is a powerful tool for anyone looking to enhance their financial management. With features that facilitate communication with advisors, streamline banking tasks, and provide access to vital market research, it empowers users to take control of their financial future. Download the app today and experience the convenience and security it offers.