MyMerrill im Vergleich zu Morgan Stanley Wealth Mgmt Nutzung und Statistiken

Merrill clients can access and manage investment accounts where and when it’s most convenient. Stay Connected with your Advisor •Send messages and documents securely •Scan and send a document to your advisor using your camera Deposit Checks, Transfer Money and Pay Bills •Take photos of checks to deposit them¹ •Transfer money between your linked Merrill investment and Bank of America, N.A., banking accounts •Make transfers to and from accounts held at other financial institutions •Request wire transfers and pay eBills Access Market Research •Read U.S., global market, and security-specific news and research reports •Most stock security profiles feature a stock story – from an in-depth company bio to performance analysis Manage Your Merrill Investment Accounts •View your brokerage accounts or any linked external accounts you hold outside Merrill •Quick access to statements & documents •Stay on top of your accounts with customizable alerts Stay Secure •Set up Touch ID® / Face ID® to securely log in to the app instead of using your Password² •Visit our Privacy & Security page online to learn more about the features we offer to help protect you and your accounts Manage your Bank of America, N.A., Debit and Credit Card Accounts •Track income and cash flow in Spending and Budgeting, provided by Bank of America, N.A. •View activity on your Bank of America, N.A., credit card and banking accounts •Send and receive money using Zelle®³ If you encounter a bug or have a feature request, let us help you one-on-one. Please contact us directly at 800.MERRILL (637.7455). ¹Deposits are subject to verification and not available for immediate withdrawal. Other restrictions apply. ²Certain devices are eligible for enrollment in Touch ID® / Face ID® ³Requires 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. IMPORTANT NOTICE: The MyMerill app for iPhone is available to clients who have online access to the MyMerill.com website. Some of the features and services available on MyMerrill.com are not available within this app. Please access the website to access all functionality. Select Application License Agreement and review the amended Terms & Conditions, which apply to the website and all mobile devices. By downloading and using this app, you agree to the current Terms & Conditions. You may be charged access fees from your wireless service provider depending on your mobile device. Please check with your wireless service provider for details on specific fees and charges. For more information about Merrill privacy and security, please visit ml.com/privacy. Investing involves risks. There is always the potential of losing money when you invest in securities. Merrill Lynch, Pierce, Fenner& Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, a registered investment adviser, Member Securities Investor Protection (SIPC) and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp"). Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Investment products: •Are Not FDIC Insured •Are Not Bank Guaranteed •May Lose Value Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are herein under license. Touch ID and Face ID are registered trademarks of Apple Inc. © 2024 Bank of America Corporation. All rights reserved.
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Keep all your personal finances at your fingertips with the Morgan Stanley Mobile App. Manage your accounts, access account documents, deposit checks, transfer money, and collaborate with your Morgan Stanley team from virtually anywhere. And do it online with multiple layers of security. Manage Your Accounts • Conveniently access your accounts with Touch ID • Clients with eligible devices can log in with Face ID • View your account balance, activity, holdings and projected income • Access your statements, trade confirmations and tax documents • Update your profile information such as your home address, email address and phone number • Link virtually all your external accounts and credit cards to monitor your activity for a more holistic financial view • View your income and expenses, and create and track your budget • Set up account alerts and adjust your preferences • Trade stocks and exchange-traded funds (ETFs) • Put a temporary lock on your debit card if you cannot find it • Add your IRA beneficiaries Help Stay Secure • Configure multi-factor authentication settings to help protect access to your accounts • Verify your online sessions via a push notification on your device • Link compatible security keys to protect access to your account with a physical token • Contact our Client Service Center at: 1-888-454-3965 (24 hours a day, 7 days a week) to speak directly with a Service Professional. If you are outside the United States, please call collect at: 1-801-617-9150. Move Money • Deposit checks with ease using the camera on your mobile device • Authorize wires and transfers with one click • Send and receive money with friends and family using their email address or U.S. mobile phone number with Send Money with Zelle® • Transfer funds between your Morgan Stanley accounts and other financial institutions • Transfer assets from an external brokerage account into your Morgan Stanley brokerage account • Pay your bills with Morgan Stanley’s Online Payments service Connect With Morgan Stanley • Find the nearest Morgan Stanley branches • Easily locate ATMs worldwide • Schedule a meeting with your Financial Advisor • Upload and share important documents with your Morgan Stanley team • Stay on top of market data and access research reports Standard messaging and data rates from your provider may apply. Subject to device connectivity. The Morgan Stanley Debit Card is issued by Morgan Stanley Private Bank, National Association pursuant to a license from Mastercard International Incorporated. Mastercard and Maestro are registered trademarks of Mastercard International Incorporated. The third-party trademarks and service marks contained herein are the property of their respective owners. Investments and services offered through Morgan Stanley Smith Barney LLC, Member SIPC. Mobile check deposits are subject to certain terms and conditions. Checks must be drawn on a U.S. Bank. Zelle and the Zelle-related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Morgan Stanley is not affiliated with Zelle. Electronic payments arrive to the payee within 1-2 business days, check payments arrive to the payee within 5 business days. Same-day and overnight payments are available for an additional fee within the available payment timeframes. © 2022 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3090089 5/20
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