Private Bank digital capabilities

Relationship led, powered by digital

Watch our video to learn about how our relationship is supported by a full suite of Private Bank and Bank of America digital capabilities to keep you connected with personalized insights, guidance, and solutions you need to orchestrate your finances. Our digital capabilities make it easy, simple and convenient to connect in the manner that works best for you.

Private Bank Digital Capabilities 10/13/21

At Bank of America Private Bank, providing an exceptional client experience is our top priority.

Combining a dedicated client team with our award-winning digital platform, you’ll enjoy the continuous and complete control of your financial activities.

And today, our digital capabilities are better than ever.

Access your Private Bank and Bank of America accounts anytime…anywhere…from our simple and intuitive interface.

Link all your Bank of America, Private Bank, trust and investment accounts for your total net worth…as well as a consolidated view of all of your accounts through My Financial Picture…where you can control what information you share with your advisor team.

Or use Zelle® to securely send and receive money with friends, family, and others you trust...with higher limits tailored to Private Bank clients.

And make deposits…or manage your card's rewards & digital wallet…seamlessly and securely without leaving the app.

And if you need your advisor, getting in touch is easy...with a click of a single button to call your client team immediately.

Or, safely read, reply…and share messages…through your secure inbox.

The digital signature suite of tools helps you and your advisor collaborate remotely. With e-Signature, mobile easy sign, and document scanning…

Limiting the amount of paperwork required!

Your personal financial data is always safeguarded…through the best security practices available, including biometrics… and optional two-factor authentication.

And, our digital platforms allow you to elect paperless delivery.

Private Bank continues to invest in innovation to transform and modernize our client experience.

Providing personalized financial guidance, anytime…anywhere… What Would You Like the Power to Do?

Your top digital must-haves

Click here to learn about our key digital highlights with a guide on how to use Bank of America Private Bank and Bank of America Mobile & Online Banking effectively.

View guide to get started

Establish your seamless banking and investing integration experience.
Enable biometric authentication on your digital device.
Visit the Bank of America Private Bank Communication Center and review your Secure Inbox.
Set up online delivery for your Bank of America Private Bank investment and Bank of America banking accounts; set up alerts for your Bank of America banking accounts.
Enroll in Bill Pay and Zelle®¹.
Visit My Rewards to ensure you are maximizing the value of your banking relationship.
Review your spending and consider establishing a budget in the Spending & Budgeting tool.
Add your Bank of America credit and debit cards to your digital wallet.
Aggregate all your external assets and liabilities via My Financial Picture.
Ask Erica² for personalized insights.

Contact your advisor to learn more

¹ Zelle® should only be used to send money to friends, family or others you trust. We recommend that you do not use Zelle® to send money to those you do not know. Transfers require enrollment in the service with a U.S. checking or savings account and must be made from an eligible Bank of America consumer or business deposit account. Transactions between enrolled users typically occur in minutes, and transactions between enrolled consumers do not typically incur transaction fees. We will send you an email alert with transaction details after you send money using Zelle®. Dollar and frequency limits apply. See the Online Banking Service Agreement for further details. Data connection required. Message and data rates may apply. Neither Bank of America nor Zelle® offers a protection program for any authorized payments made with Zelle®. Regular account fees apply. Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC, and are used herein under license.

² The mobile feature, Erica, is your virtual financial assistant in the Bank of America Mobile Banking app. Erica is only available in the English language. The feature requires that you download the latest version of the Mobile Banking app and is only available in the Mobile Banking app for select iOS and Android devices. Message and data rates may apply.