How To Find and Use Your Merrill Edge Login

Access your Merrill Edge investments with your personal login.

Merrill Edge is the online, self-directed investment platform of Merrill, the investment arm of Bank of America. Because Merrill Edge is an online platform, you’ll want to set up a login so you can access your account on its website and mobile app. Here’s a look at how you can sign up for and use your login at Merrill Edge:

How To Log In to Your Merrill Edge Account From a Computer

The process of logging in to your Merrill Edge account on a computer is simple. Just follow these steps:

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  1. Go to the Merrill Edge homepage.
  2. Enter your user ID.
  3. Enter your password.
  4. Click the page you would like to be taken to.
  5. Click the “Log in” button.

If you don’t yet have a user ID and password, you’ll have to sign up for an account first. After that, you’ll receive an account number. Use that number to enroll your account for online access. 

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Merrill Edge mobile app on tablet

How To Log In to Your Merrill Edge Account From a Mobile Phone or Tablet

You can log in to your Merrill Edge account via apps for your iPhone, iPad or Android device. You can then access your account with your user ID and password, just as if you were logging in to the Merrill Edge website. 

If your smartphone or other device is fingerprint-enabled, you can also use Touch ID to log in to your Merrill Edge account. 

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How To Retrieve a Forgotten User ID or Password

If you forgot your user ID, follow these steps to recover it: 

  1. Visit the Forgot User ID or Password page on the Merrill site.
  2. Enter the email address you assigned to your account.
  3. Click the “Retrieve User ID” button.

Merrill will then email you your user ID.

If you’ve forgotten your password, the steps are similar: 

  1. Visit the Forgot User ID or Password page on the Merrill site.
  2. Enter your user ID.
  3. Click the “Retrieve Password” button.

If you get stuck along the way, you can also call 877-653-4732 for assistance. 

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How To View Your Merrill Edge Statement Information 

When you sign up for a Merrill Edge account, you can choose how you want your statements delivered. If you select online delivery, your statements will appear in your account, where you can save them as a PDF, view or print them with one click.

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When your statements are ready, you’ll receive an email from Merrill indicating you can access them in your account. Electronically delivered statements arrive faster than paper statements.  

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How To Contact Merrill Edge If You Have Trouble With Your Account

You can contact Merrill Edge customer service 24/7 at 888-637-3343. You can also schedule a free consultation if you need to speak with a financial advisor directly. 

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What Are the Benefits of Online Banking?

Online banking at Merrill Edge gives you 24-hour access to your accounts. If you’re also a Bank of America client, you can link your Merrill Edge investment accounts with your Bank of America accounts in the mobile app.

Because Merrill Edge is a self-directed platform, all of its features and benefits can be accessed online, from trading and charting to accessing statements and stock quotes. 

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This content is not provided by Merrill Edge. Any opinions, analyses, reviews or recommendations expressed in this article are those of the author alone and have not been reviewed, approved or otherwise endorsed by Merrill Edge.

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About the Author

John Csiszar

After earning a B.A. in English with a Specialization in Business from UCLA, John Csiszar worked in the financial services industry as a registered representative for 18 years. Along the way, Csiszar earned both Certified Financial Planner and Registered Investment Adviser designations, in addition to being licensed as a life agent, while working for both a major Wall Street wirehouse and for his own investment advisory firm. During his time as an advisor, Csiszar managed over $100 million in client assets while providing individualized investment plans for hundreds of clients.

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