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- Merrill Lynch OnLine is an Internet-based service that provides a 24 x 7 connection to Merrill Lynch, giving you access to your account balances, portfolio holdings, statements, stock quotes, news and research.
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No, Merrill Lynch OnLine is intended to provide you with on-demand access to current account information whenever you want it. You will continue to receive a printed statement and also be able to view copies of your statements for the previous 18 months online.
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Sharing your account information with third party apps and websites can potentially expose you to privacy and security risks, and should be carefully considered. Any data shared with a third party will be governed by the third party's privacy and data retention policies.
MAP6214097-07262025. Find helpful resources and support to help manage your Merrill account, including answers to FAQs about transferring funds, opening an account, and investing.
- Our online password reset makes it easy for you to retrieve your User ID and reset your password.
- Yes, you can link your accounts by logging in and visiting the Link Accounts page.
- There are several different timeframes depending on the method of transfer.Transfer cashReal-time or up to 3 business daysTransfer instantly from y...
- You can view the status of your transfer online by accessing View in-process transfers. You can also sign into your Merrill account and check the b...
- Visit our Tax Center for all your tax information needs.
- We are required to ensure that all our client information remains up to date. In an effort to confirm your information and make the process as easy...
- As a firm, we have a responsibility to obtain this information. Unfortunately, we do not offer an opt out at this time. These are industry wide reg...
- Visit our Rollover Page to learn more about the options you have with your old 401(K).
- For the fastest receipt of your documents, please use our document upload tool available through the Secure Inbox once you have logged into your ac...
- We offer Self-Directed Investing, Merrill Guided Investing, and Merrill Guided Investing with an advisor. With a full suite of investment solutions...
Link your Merrill investment accounts and Bank of America banking accounts for even greater secure digital access, all in one app, including: View your total net worth and accounts across banking, credit cards, investments and loans. Immediate money transfers between your eligible Merrill investment accounts and Bank of America banking accounts 1.
Link your Merrill investment accounts and Bank of America banking accounts for even greater secure digital access, all in one app, including: View your total net worth and accounts across banking, credit cards, investments and loans. Immediate money transfers between your eligible Merrill investment accounts and Bank of America banking accounts 1.
Check on your statements, tax documents and other notices online without risking exposure to the mail system
As a Merrill Lynch client, you receive a user-friendly monthly statement that gives you a snapshot of where you stand financially—across both sides of your balance sheet and within each Merrill Lynch account and product type.
