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Account Access

Comprehensive Account Information at Your Fingertips

Woman at a table using her phone

We understand that you value superior service, insight and convenience. With two convenient tools to choose from, it is easier than ever to find the information you're looking for.

At, you have the ability to see your Bank of America Private Bank, banking, investment management and trust relationships within a convenient integrated, single-screen view. Plus, stay connected anytime, anywhere with our mobile apps for iPad®, iPhone® and Android™.

Highlights of Bank of America Private Bank Account Access:

Online Account Access

  • View comprehensive account information – including summary, holdings and activity detail
  • Connect directly with your client team through Secure Inbox
  • Transfer cash between your eligible Private Bank accounts and/or linked Bank of America accounts or request a check disbursement from an eligible Private Bank account
  • View all of your accounts, both internal and external, via My Financial Picture
  • Create, run and save customized reports on your Investment, Trust and Custody Accounts
  • View historical account statements and tax documents with the ability to go green and suppress paper statements
  • Keep tabs on current U.S. and global markets, including intraday pricing updates on your holdings
  • Explore our proprietary market insights and timely perspectives
  • Send a one-time domestic wire from your eligible Private Bank accounts

Mobile Account Access*

  • Review balances, holdings and transactions
  • View summaries of linked Bank of America and Merrill accounts with the ability to seamlessly navigate to the Bank of America App without having to log in again
  • Communicate securely with your client team or quickly scan and send a document through Secure Inbox​
  • Transfer cash between your eligible Private Bank accounts and/or linked Bank of America accounts or request a check disbursement from an eligible Private Bank account
  • Sign key documents through Secure Inbox
  • View historical data and asset charts
  • Access market news, insights, Our Latest Thinking and listen to episodes from our propriety Perspectives Podcast
  • Create, manage and monitor your Watchlists

We view our clients' online security as paramount. As such, the apps incorporate market-leading mobile security with fraud detection and a range of customizable authentication options. Access to the apps can be gained through Touch ID® or Face ID® on iOS and Android fingerprint on select Android devices.

* The Bank of America Private Bank mobile apps are available to clients who have registered for Bank of America Private Bank Online Account Access.




Questions & Answers

What is the cost to use these apps?
There is no charge to download and use any Bank of America Private Bank mobile applications. Depending on your mobile device, you may be charged access fees by your wireless service provider. Please check with your provider for details on possible fees.

What do I need to use these apps?
Details about the operating systems for each device are listed below. Your device must be able to access the Internet, and you must have an investment, trust or custody account with Bank of America Private Bank and be enrolled for online web access.

Device Operating System
iPad® iOS 12.4 or later
iPhone® iOS 12.4 or later
Android™ OS 6.0 or later

How secure are these apps?
We are committed to protecting your privacy and use the same advanced encryption technology on your device as we use on our website. For details about our Privacy Policy, visit our client information protection site here.

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