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Mobile Banking requires that you download the Mobile Banking app and is only available for select mobile devices. Message and data rates may apply.
The Spending & Budgeting tool is currently available to clients with a personal checking or savings account, credit card, a linked Merrill investment account, as well as a Small Business checking or savings account.
To be eligible for Bank of America Life Plan, a client must have a Bank of America consumer banking relationship (checking, savings, or credit card account) and be digitally active on the Bank of America website or mobile app. Merrill clients with a Merrill Edge Self-Directed, Merrill Edge Advisory, Merrill Guided Investing, or Merrill Guided Investing with Advisor account, who also have a Bank of America consumer banking relationship and are digitally active on the Bank of America website or mobile app, are also eligible; however, clients of Merrill Lynch Wealth Management or Bank of America Private Bank are not eligible, and should instead seek advice and guidance from their assigned advisor. Bank of America Life Plan® is a registered trademark of Bank of America Corporation.
