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 amende