Your online banking and your online investments together at one site. It’s more than a great way to simplify your life. It’s an opportunity to manage your finances more effectively.
It begins with one simple login to both your bank accounts and brokerage accounts.1 Securing your accounts online is a priority. That’s why we developed SiteKeyTM user authentication, an award-winning security system that helps prevent unauthorized access to your accounts. It provides an added layer of security, for your extra peace of mind.
Footnote 1There are service differences in ID and WA, including an inability to single sign-on to your accounts.
Once you log-in, your integrated experience begins. Your Bank of America, N.A. bank accounts and brokerage accounts are on the same page. Your accounts overview page provides all of your bank account and brokerage account balances. From your latest ATM deposit to the real-time value of your brokerage account, your account details are just one-click away. You’re also one click away from easily transferring funds.
Footnote Money market accounts and FDIC accounts offer different rates, returns and yields so that transferring funds from a money market account to a deposit account or changing your sweep choice may lead to a lower rate of return.
Transferring money1 between your deposit accounts and brokerage accounts online is simple and secure.2 Whether it’s to Bank of America, N.A. from another financial institution3 or simply from your savings to your brokerage account, it can all be accomplished online. Need money to make an investment? Simply select the account, the amount, the frequency, and submit. It’s that easy.
Footnote 1 There are service differences in ID and WA, including an inability to transfer money online between your accounts.
Footnote 2 Money market accounts and FDIC accounts offer different rates, returns and yields so that transferring funds from a money market account to a deposit account or changing your sweep choice may lead to a lower rate of return.
Footnote 3 Certain conditions apply.
Now that you’ve transferred your money to your brokerage account, it’s time to access the account to determine how you’d like to invest. With single sign-on, access is simple. Just select your brokerage account. From Accounts Overview, you’re just a click away from your account details.
Your brokerage positions page tells you the current value of your positions, cost basis information, even closed position information for the last two calendar years. You’ll also find links to trading and research on a per position basis, so you can take direct action on an individual holding and easily see the change in your portfolio in real-time. Let’s research this position.
Merrill Lynch, Pierce, Fenner & Smith Incorporated provides access to research and analysis from third party providers.1 Use the Research and analysis section to help determine if an investment is right for you. It includes tracking tools like position and market alerts AND a portfolio tracker that shows how your portfolio allocation changes over time due to market fluctuations. Tools like streaming quotes and alerts2 help you track securities of interest, markets and your overall portfolio, while the screeners, powered by S&P, help you find investment opportunities based on the criteria that is most important to you.
The Research page is also designed to provide detailed securities information including Independent research and analysis from S&P, First Call, and Argus2 as well as extensive financial and economic news from Dow Jones and Reuters. From earnings to insider activity, this page offers information to help you manage your investments. If you think it is time to invest more in this position, it’s time to visit the Trading page.
Footnote 1 Information provided by third party providers has been obtained from sources deemed to be reliable, but Merrill Lynch, Pierce, Fenner & Smith Incorporated does not guarantee the accuracy or completeness of the information or make any warranties with regard to the results to be obtained from its use.
Footnote 2 Access to these tools is limited to accounts with over $10,000 in assets
Once you’ve made your decision, your trade is seconds away. You will have the chance to preview your order to ensure that it’s in order.
Footnote Trade execution occurs only during normal market hours.
Once you’re sure everything looks correct, select “Place Order.” And you’re done.
Your online banking. Your online investments. Together at one site. Single log-in access, award-winning SiteKeyTM user authentication, easy fund transfers,1, 2 powerful investor tools and in-depth research. It’s all just a taste of what our Online Services have to offer. Get started today and see how well it can work for you.
Footnote 1 There are service differences in ID and WA, including an inability to transfer money online between your accounts.
Footnote 2 Money market accounts and FDIC accounts offer different rates, returns and yields so that transferring funds from a money market account to a deposit account or changing your sweep choice may lead to a lower rate of return.
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Investment products offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated:
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