Merrill Edge 24.08.0

The Merrill Edge mobile app offers convenient access and management of your accounts and investments. Here's a review of some key features:

Manage Your Accounts

• View balances, holdings, order status, and transaction history
• Trade stocks, ETFs, mutual funds, and options
• Access brokerage accounts and linked external accounts

Stay On Top of the Market

• Get up-to-date market data and news
• Access real-time streaming quotes
• Explore heat maps and interactive charts

Deposit Checks

• Easily deposit checks by taking photos
• View recent check deposits

Transfer Money

• Transfer funds between Merrill Edge investment accounts and linked Bank of America accounts
• Make transfers to/from accounts held at other financial institutions (set up on the website)
• Safely send and receive money using Zelle®

Pay Bills (enrollment required)

• Make single payments
• Pay eBills

Guidance & Retirement Planning

• The app provides tools to:

• Plan for retirement and college costs with personal calculators
• Assist with IRA selection, life priorities, and life events planning

Stay Secure

• Set up Touch ID® / Face ID® for secure sign-in
• Send and receive messages and documents using the Secure Inbox

Important notice: The Merrill Edge app for iPhone is available to clients with online access. Some features and services from MerrillEdge.com are unavailable within the app. Please use the website for all functionality and review the amended Terms & Conditions. By downloading and using the app, you agree to the current Terms & Conditions.

The app may incur wireless access fees from your service provider. Please check with them for details.

For more information on Merrill privacy and security, visit ml.com/privacy.

Investing involves risks. There is potential for losses.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S or Merrill) offers certain investment products provided by Bank of America affiliates. MLPF&S is a registered broker-dealer, registered investment adviser, member of SIPC, and wholly owned by Bank of America Corporation (BofA Corp).

Banking products are provided by Bank of America, N.A., affiliated banks, Members FDIC, and wholly-owned subsidiaries of BofA Corp.

Investment products:

• Are Not FDIC Insured
• Are Not Bank Guaranteed
• May Lose Value

Zelle and related marks are owned by Early Warning Services, LLC and used under license.

Touch ID and Face ID are registered trademarks of Apple Inc.

© 2022 Bank of America Corporation