Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Create alerts for holdings activity, account changes and market activity.

Get a complete view of your financial picture. Monitor balances, holdings and activity for your Merrill Lynch and Bank of America accounts, as well as accounts at external financial institutions.

Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

For some deposits, you may need to choose a different method, such as using your Merrill Lynch CMA Access Visa card ® at an ATM, or by sending the deposit to us.

Note: You must have both a MyMerrill User ID and Password and a Bank of America Online ID and Password already established. Log onto Bank of America Online Banking at http://www.bankofamerica.com Click on the banner that says “Sign up for convenient one-click access” in the Merrill section of the Accounts page

Your Merrill Lynch financial advisor or a Merrill Edge representative is available to discuss your cash sweep options as the yields on respective cash sweep options may change, depending on market conditions, at different times throughout the year.

This convenient service allows you to authorize Merrill Lynch to automatically calculate and distribute your annual required minimum distribution (RMD) from your individual retirement account (IRA) to a Bank of America or Merrill Lynch account or …

With an automatic cash sweep feature, also known as a “primary money account,” you do not need to contact your Merrill Lynch financial advisor or Merrill Edge representative to deposit or withdraw funds. The sweep happens automatically.