Start With A Financial Professional

Merrill Lynch Financial Advisors are highly trained to help you achieve your personal financial goals. They are skilled professionals who can work with you to develop sound investment strategies suited to your individual needs. When you combine the expertise of a Merrill Lynch Financial Advisor with the capabilities of Merrill Lynch OnLine - our online service that provides 24-hour access to your portfolio - you form a uniquely effective partnership.





Design A Customized Strategy With Your Goals In Mind

At Merrill Lynch, we believe that achieving financial success begins with creating a sound financial strategy with your Merrill Lynch Financial Advisor. This strategy will consider your personal goals, investment profile, risk tolerance, retirement needs and time horizon, and other relevant needs and goals.





Electronic Delivery

You can get any or all of the following by e-delivery:
  • Shareholder Notices
  • Service Notices
  • Trade Confirmations
    		•
  • Prospectuses
  • Statements
  • Tax Reports
    		•

    Simple
    Set up all your delivery preferences in one place. Once enrolled in e-delivery, you will get an email notification when anything you receive electronically is available online.

    Flexible
    Get your information your way - even customize the parts of your statement you want to receive in the mail versus electronically.

    Secure
    E-delivery may be safer than your mailbox.

    Getting Started
    Getting Started is easy - sign up can be completed in under 2 minutes.





    Access Your Account Information

    Merrill Lynch OnLine provides 24-hour access to your account information. You can see your account balances and portfolio holdings, asset allocation charts, account activity and monthly statements. Even your year-end tax reporting statements are now available through Merrill Lynch OnLine.





    Place Trades

    With Merrill Lynch OnLine, you can place orders online for most U.S. listed over-the-counter equities and mutual funds. You can also visit our online IPO Center - an area for Merrill Lynch clients exclusively - to review offerings and register* to participate in IPOs.

    * Restrictions apply





    Trade Options

    Now, qualified clients enrolled in Merrill Lynch OnLine can enroll for online option order entry. Depending upon approval, you can enter orders to sell covered equity calls, buy both equity and index puts and calls (to open) and corresponding closing transactions online, while still working in tandem with your Merrill Lynch Financial Advisor to achieve your investment goals.

    Please contact your Financial Advisor for details about the fees associated with Merrill Lynch OnLine Client Order Entry and Option Order Entry, and to see if these services meet your financial needs.

    How to enroll: If you would like to participate in Option Order Entry, please contact your Merrill Lynch Financial Advisor to establish an online options approved account. Click here for more information.



    Pay Bills & Transfer Funds

    Our Web Bill Pay service lets you pay bills online quickly and easily. You can also use our free Funds Transfer Service to move funds between Merrill Lynch accounts or accounts at other financial institutions.





    Get Research, News & Real-time Quotes

    Merrill Lynch OnLine provides research on any company Merrill Lynch follows, including fundamental research information on equities, investment opinion and earnings estimate changes, investment overviews, and our weekly "US 1" stock list. The US 1 list represents a collection of investment ideas selected by a committee of Merrill Lynch professionals, including fundamental equity research analysts, investment strategists and research managers. The list is chosen from a universe of U.S. stocks that Merrill Lynch has rated "Buy."




     

     

    The information in this Internet site is directed at, and is intended for distribution to, and use by, persons in the U.S. only. It is not intended for distribution to, or use by, any person in any other jurisdiction. Non-U.S. investors, including UK investors, are directed to our International Private Banking Group site.

    System availability and response time are subject to market conditions and possible unscheduled outages.

    Please check our site's Software Requirements.

    Click here for our business continuity statement.

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