Merrill Edge

The Merrill Edge mobile app lets you access and manage your accounts and investments where
and when it’s most convenient.

Manage Your Accounts
•View balances, holdings, order status and pending and historical transactions
•Trade stocks, ETFs, mutual funds and options
•View your brokerage accounts or any linked external accounts you hold outside Merrill Edge

Stay On Top of the Market
•Up-to-date Market data and News
•Real-time streaming quotes
•Explore heat maps and Interactive charts

Deposit Checks
•Simply take photos of checks to deposit them¹
•View recent check deposits

Transfer Money
•Transfer money between your Merrill Edge investment accounts and your linked Bank of America, N.A. bank accounts
•Make transfers to and from accounts held at other financial institutions that you’ve set up on the website
•Send and receive money using Zelle®²

Pay Bills (must be enrolled)
•Make single payments
•Pay eBills

Education & Planning
•Build your investing knowledge and skills
•Create a game plan to fund college
•Learn what you need to know to be retirement ready
•Plan for the different stages of your life

Stay Secure
•Set up Touch ID® / Face ID® to securely sign in³
•Send messages and documents using the Secure Inbox

¹Deposits are subject to verification and not available for immediate withdrawal. Other
restrictions apply.
²Requires 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.
³Certain devices are eligible for enrollment in Touch ID® / Face ID®

IMPORTANT NOTICE:
The Merrill Edge app for the iPhone is available to clients who have online access to the
MerrillEdge.com website. Some of the features and services available on MerrillEdge.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").
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