New look. New capabilities.

Screenshots of the Merrill Edge and MyMerrill sites

Click to view the Merrill Edge demo or the
MyMerrill demo now.


Questions & Answers
  • Do I need to take any action?

    For now, it's business as usual.

    Soon you will begin to receive mailings that include important information about your account. Please review this information carefully so that you understand what will happen next.

    These communications also detail how account positions and balances will be transferred from National Financial Services LLC (NFS) (the current clearing firm for your account) to a new account on the Merrill Lynch, Pierce, Fenner & Smith Incorporated (Merrill Lynch) platform. Upon completion of the transfer, Merrill Lynch will provide all clearing and trade-related services for your new account.

  • When will my account positions and balances be transferred?

    Your account positions and balances will be transferred either in August or September 2010. You will receive additional communications just prior to the transfer, which will include the exact date.

  • Will my account number change?

    Yes. Your current account number will change and be provided to you in advance of the transfer.

  • Can I use the same User ID and Password?

    Yes, in most cases you can continue to use the same User ID, Password and security image to log in to your investment account at Merrill Lynch.


Investment Center
Questions? Give us a call.
  • Full Service Clients
  • 1.800.822.2222
  • Or contact your advisor
  • Self-Directed Clients
  • 1.800.926.1111

Monday - Friday, 8 a.m. - midnight Eastern
Saturday - 8 a.m. - 9 p.m. Eastern

What to expect:

  • For now, it's business as usual. Continue to access your accounts as you do today.
  • First you will receive a letter that includes details of the planned transfer of eligible account positions and balances to a new account at Merrill Lynch. After the transfer, Merrill Lynch, Pierce, Fenner & Smith Incorporated will provide all clearing and trade-related services for your account. No action is needed if you want your account positions and balances transferred to Merrill Lynch.
  • Just before the transfer, you will receive a Welcome Package that details key changes and the services that will be available to you through Merrill Edge™ or Merrill Lynch Wealth Management™. To learn more about these investment services, see below.
  • After the transfer, you will be able to access your accounts through a new investment website.

Watch your mail for detailed information.


Accounts will be converted to Merrill Edge or
Merrill Lynch Wealth Management

Merrill Edge

Merrill Edge Self-Directed

Merrill Edge is a powerful, new web-based offering that will help self-directed clients leverage a full range of financial tools and services from the combined strength of Merrill Lynch investing and Bank of America banking. Once your self-directed account is converted,
you will have access to this service.

For details about the planned transfer of your account positions and balances, be sure to read the communications you will receive in the mail.

Merrill Edge Advisory Center

Merrill Edge also includes the Merrill Edge Advisory Center, offering advice and guidance
by phone from a team of Financial Solutions Advisors. Merrill Edge Advisory Center accounts are generally for clients who have $20,000 to $250,000 to invest and are separate from Merrill Edge self-directed accounts.

Learn more about Merrill Edge

Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

As a Merrill Lynch Wealth Management client, you will continue to work with your current Financial Advisor. Your Financial Advisor is supported by the vast array of sophisticated resources that come from the combination of Merrill Lynch investing and Bank of America banking.

As your goals change and market conditions shift, your Financial Advisor will continue to work with you regularly to keep your wealth management strategy aligned with your financial objectives.

After your account is converted, you will have access to a powerful, new website - MyMerrill - that offers additional online services.

Please review the communications you will receive in the mail for details about the planned transfer of your account positions and balances.

Learn more about
Merrill Lynch Wealth Management

Coming soon: A more powerful online platform

Here are some of the enhanced benefits you'll find on the new site:
  • All of your accounts, all on one screen
    View your Bank of America bank accounts and Merrill Lynch investment accounts on a single summary screen. You will have the option to access your accounts from either Online Banking or from your new investment website.

  • E-delivery of your statements
    Enroll in e-delivery and you can receive account documents electronically instead of by paper mail, including statements, prospectuses, notices, and more.

  • Transfer money immediately
    Transfer money between your personal Bank of America checking or savings account and your Merrill Lynch investment account in real time. Account balances will be updated immediately.

  • Holdings
    Choose how you review your positions. You can view holdings in your Merrill Lynch investment accounts by individual account, by asset class, and more.

  • Research & Insights
    You'll have continued access to proprietary BofA Merrill Lynch Global Research insights and commentary as well as to third-party research. You will also have access to the US1 list - a collection of securities covered by fundamental equity research analysts with BofA Merrill Lynch Global Research.