Go to Merrill Lynch Home for financial advice, mutual funds and investment banking
ML HomeClient Login
ML Online Preview
Preview our online service for account information and investment research.
RISK TOLERANCE EVALUATOR
Calculate your risk-tolerance score.
OTHER ML SITES

Tracking Progress

For international private clients whose investments span a number of global markets and a broad range of securities, having a precise and timely view of portfolio holdings and performance is essential to successful wealth management.

Supported by informative reporting and tracking tools, your Merrill Lynch Financial Advisor can provide you with a comprehensive view of your accounts — both within Merrill Lynch and with outside firms. You will benefit from account statements and performance reports that provide details of your accounts and ensure that your asset allocation, risk management and overall investment strategies are on track to help you achieve your financial objectives. Your Financial Advisor will meet with you periodically to evaluate, execute and monitor your investment strategy and portfolio, making adjustments as changes in the markets and/or your personal situation dictate.

Tracking Services:

Account Statements:
As a Merrill Lynch client, you can receive customised statements in multiple currencies and languages.

Tracking Progress:
We recognise that both your goals and the markets change over time. At Merrill Lynch, we have created a flexible client review process that enables us to be adept in responding to market conditions and changes in your personal circumstances. Together with your Financial Advisor, you can employ a wide range of advanced tools to create a customised report that shows the current detail of your investments and monitors your ongoing performance. Based on thoughtful discussions with you and careful evaluation of your portfolio, your Financial Advisor is able to make any necessary adjustments based on changes in your situation or goals. Merrill Lynch OnLine International* provides you with convenient, secure access to your portfolio, as well as to a range of services which include:

  • Portfolio Summary and detailed holding valuations
  • Account activity history
  • Unrealised and realised gains/losses information
  • Asset allocation tools
  • Historical account statements (up to four years)
  • Access to Customised Performance Reports
  • Access to Merrill Lynch Research
  • Access to Global Market Data and News
  • Electronic delivery of account statements 

*Merrill Lynch OnLine International (MLOLI) may not be available in your jurisdiction. For further information, consult your Merrill Lynch Financial Advisor or private banker.

GLOBAL OFFICE LOCATOR
Locate a Merrill Lynch Office Near You.

GLOBAL RESEARCH
HIGHLIGHTS
Macro Focus Reports
from our Global
Research Team.

Available in:

GWM SPOTLIGHTS
Oct 16, 2009
Bank of America Announces Third-Quarter Results
More
Oct 14, 2009
BofA Merrill Lynch Fund Manager Survey Finds Risk Appetite at Highest Point Since April 2006 as Double-Dip Recession Fears Fade
More
Oct 13, 2009
Asia Pacific HNWI Wealth Expected to Grow 8.8% Annually Until 2018 in Spite of Decrease in High Net Worth Population of 14.2% in 2008 Reveals 4th Annual Asia-Pacific Wealth Report
More 

Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and a wholly-owned
subsidiary of Bank of America Corporation.
Securities and Insurance Products: Are Not FDIC Insured Are Not Bank Guaranteed
 May Lose Value Are Not a Bank Deposit Are Not a Condition to Any Banking Service or Activity
 Are Not Insured by Any Federal Government Agency.
Merrill Lynch makes available investment products sponsored, managed, or distributed by companies
that are affiliates of or in which Bank of America Corporation has an economic interest, including
Columbia Management, BlackRock, and Nuveen Investments.