MyMerrill vs. UBS Financial Services Utilizzo e statistiche

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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Simple, powerful, personalized Navigate your financial life with convenience, thoughtful tools and crisp design - Manage your accounts and cash - Set budgets and track spending with financial tools - Keep track of things that interest you - Plan ahead for life’s milestones - Manage your UBS-administered equity awards account* * Once enabled for your company, contact your company’s plan administration team with questions. The information you include in this app is for your personal use only. UBS will use your responses to personalize your digital experience, but will not update client records unless you confirm the information with your Financial Advisor. UBS Financial Services Inc. has made UBS Financial Services app available to, and UBS Financial Services app is only intended for and able to be used by existing clients of UBS Financial Services Inc. The availability of UBS Financial Services in non-US App Stores for download does not constitute a solicitation, offer or recommendation of a UBS product or service or to enter into any transaction, nor does it establish or constitute a solicitation or offer to establish a client relationship between the person who downloads UBS Financial Services and UBS Financial Services Inc. or any of its affiliates. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationship summary, or ask your UBS Financial Advisor for a copy. Australia Disclosure The App is intended for or able to be used only by pre-existing UBS Financial Services Inc. clients domiciled in Australia; it is not intended as any form of solicitation to persons domiciled in Australia who do not hold UBS Financial Services Inc. accounts. China Disclosure The App is hosted outside your jurisdiction by UBS Financial Services Inc. UBS Financial Services Inc. is not a licensed financial services institution in your jurisdiction and the content of the App may not have been approved, disapproved or endorsed by any financial or regulatory authority in your jurisdiction. © UBS 2022. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC. IS2203388 Exp. 06/30/2023, 2022-802850
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MyMerrill VS.
UBS Financial Services

gennaio 8, 2025