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Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp.
Your account statement is the official record of your holdings and balances. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice.
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.
Manage Your Investment Accounts. View all of your linked accounts and check your balances, holdings and order status.
Please review this important information relating to your account and transactions. You can also view additional information by logging in to your account on the website. Some of the features and services available on the full site are not available within this mobile optimized website.
To sign up for Online Delivery (Mobile App): Note: Signing up for Online Delivery via the mobile app will set all delivery preferences for all accounts to go paperless. Log into the My Merrill Mobile App. Tap on “Menu”. Tap on “Statements & Documents”. Tap on “Manage Paperless Settings”.
With Online Delivery, it is possible to “go paperless,” to receive statements and account notifications via MyMerrill conveniently, quickly, and safely. It is a great choice that can save time and paper, while increasing the safety of your records. and Trade Confirmations.
Important tax reporting information to help you prepare your federal tax return. IRS Form 1099-R, “Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc.”, is used to report all retirement plan distributions to holders of Merrill BASICTM, SEP, SIMPLE, Retirement Selector Account (RSA) 403 ...
View this tutorial to learn how to use the camera on your mobile device to deposit checks securely and conveniently into eligible Merrill Lynch investment accounts.