Bank of America Private Bank

The Bank of America Private Bank app has been redesigned to provide an enhanced mobile experience, including new self-service features that will allow you to easily access important account and market information and stay connected to your advisor team while on the go. New to the Bank of America Private Bank app: • Scan documents in the app using your iPhone camera and share with your Bank of America • Private Bank team via the Secure Inbox • Access your dashboard to view your portfolio summary, holdings, news, market performance and more • Initiate cash transfers between your eligible Bank of America Private Bank accounts and your • linked Bank of America accounts • Send and receive money using Zelle® • View activity on your Bank of America, N.A., credit cards and banking accounts • Monitor your FICO® Score Stay Secure: • Set up Touch ID® / Face ID® to securely log in to the app instead of using your Password on eligible devices You’ll still be able to access features from previous versions of our app, such as: • Check balances, holdings, and pending and historical transactions • Review historical data and asset chart • Communicate securely with your relationship manager on your iPhone • Get the latest insights from Bank of America Private Bank in our Thought Leadership library • Explore expanded market data to get information such as sector performance, earnings per share, and peer information • Access interactive heat maps to see a visual representation of how stocks in your holdings, watchlists and the market are performing • Access research and insights, including our latest analyses and market news • View your investment, trust and custody accounts, as well as your linked Bank of America online banking and Merrill Lynch brokerage accounts in one place • Manage and monitor your watchlists or create new ones At Bank of America Private Bank, we apply our intellectual resources and financial acumen to helping manage, preserve and enhance your wealth. We believe our global perspective, team approach, fiduciary platform and more than 200 years of experience distinguish us from other private banks and provide the kind of insights, solutions and expertise that have a worth all their own. To learn more, visit the privatebank.bankofamerica.com website. IMPORTANT NOTICE The Bank of America Private Bank app for iPhone is available to clients who have online access to the Bank of America Private Bank Account Access website. If you do not currently have Bank of America Private Bank Account Access, visit the privatebank.bankofamerica.com website or contact your Bank of America Private Bank client team. By downloading and using this app, you agree to the current terms and conditions. Review additional information relating to your accounts and transactions, such as privacy, terms and conditions and equal housing by visiting Bank of America Private Bank Account Access. Privacy & Security: https://www.bankofamerica.com/privacy/ Investment products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value Bank of America Private Bank, Bank of America Private Wealth Management operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation (“BofA Corp.”). Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, Member SIPC, and other subsidiaries of BofA Corp. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Bank of America, N.A., Member FDIC. Equal Housing Lender iPhone, Touch ID, and Face ID are registered trademarks of Apple Inc. © 2024 Bank of America Corporation. All rights reserved.