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Private Bank Digital Capabilities

Your banking and investment account at your fingertips


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Our approach

At Bank of America Private Bank, we’re constantly evolving our digital capabilities to help you manage your financial life with ease. Our powerful mobile and online features provide many ways to stay connected to your finances.


What's new


You asked. We listened.

Save time and easily navigate and manage all of your accounts in your Private Bank mobile app with an enhanced account overview experience.

When you link your Private Bank Investment accounts and Bank of America banking accounts, your benefits include:

  • Your linked accounts will be arranged by relationship
  • A new Pay & Transfer hub with transfer and bill pay capabilities.
  • Access to digital banking features such as Erica® and MyRewards.

Make sure your app is up to date and link all your accounts to take advantage of the latest features.

Digital features

The Private Bank Online and Mobile experience allows you to view your banking, investment management and trust relationship within a convenient integrated, single-screen view.

  • View comprehensive account information – including summary, holdings and activity detail
  • View and download account statements and tax documents with the ability to suppress paper statements
  • Access all of your accounts, both internal and external, via My Financial Picture 
  • Connect directly with your advisor team through Secure Inbox
  • 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 one-time domestic wires from Private Bank Online
  • Transfer cash between your eligible Private Bank accounts and/or linked Bank of America accounts
  • Request a check disbursement from an eligible Private Bank account
  • Access and save customized reports, including investment performance on your Investment, Trust and Custody Accounts

And, if you have Bank of America® banking accounts and have them linked, you can do all your banking and access digital banking features — like Bill Pay and MyRewards.

Cyber security

We view our clients' online security as paramount. As such, our apps incorporate market-leading mobile security with fraud detection and a range of customizable authentication options. 

  • Customized alerts: Opt-in to receive unusual activity alerts through push notification
    • Biometric Login: Sign in with Touch ID, Face ID or Fingerprint Sign-in without using a passcode
    • Optional one-time authorization code: a six-digit code sent to you via email or text message to enter before you log in
    • Optional two-factor authentication
  • Software to help protect you while online:
    • IBM SecuritySM Trusteer Rapport® fraud software protects you from malware when logged in to Private Bank or Online Banking
    • Trusteer will also warn you when you’re accessing a fraudulent website that may be used in phishing attempts

Learn how to protect your family and business >


My Financial Picture

A complete view of your finances, including your spending, income and investments from a single secure location across your Bank of America and external accounts.

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Domestic Wire Transfers

Private Bank Online’s self-serve domestic wire transfer feature offers a simple and secure way to quickly send funds from an eligible Private Bank Investment Management & Trust (IM&T) account

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Cash management and digital banking capabilities.

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Global digital platform that connects to virtually all the banking, global treasury, debt, liquidity, investment, trade and foreign exchange solutions you need. You can connect via desktop, mobile app, APIs and file transfer for new levels of convenience and efficiency.

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Connect with a Private Client Advisor

Learn more about the benefits of working with Bank of America Private Bank

Related Solutions

Online enrollment link

Enroll for online account access

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Family office Portal Login

Addressing an array of specialized wealth needs that may affect you and your family. 


Frequently asked questions

Q: Will I use the same login info for the Bank of America Private Bank mobile app, as I do on the website?

Q: If my Bank of America Private Bank advisor provides me login info, what should I do next?

Q: Who do I contact if I am unable to login or forget my Password?

Q: Can I view my Bank of America banking accounts alongside my Bank of America Private Bank accounts?

Q: I also have Merrill accounts, can I view those alongside my Bank of America Private Bank accounts?

Q: What is the balance effective date for my Bank of America Private Bank accounts on the website and mobile apps?

Q: Can I view historical performance for my Bank of America Private Bank accounts?

Q: How do I use the Bank of America Private Bank mobile app to deposit checks?

Q: How do I enroll in paperless for my Bank of America Private Bank accounts?