Connect eligible Merrill investment accounts, including Merrill Edge accounts, to SnapTrade Personal. The connection is read only: it shows account information but cannot place trades.

Connect your account

1. In SnapTrade Personal, add an account and select Merrill.
2. Follow the prompts to authorize and complete the connection.

If an account does not appear or you cannot complete the connection, contact SnapTrade support.

Supported information

• View your investment account's total value and cash balance.
• View supported holdings, including the number of units held. Cash holdings are included in the cash balance.
• View posted account activity, including supported purchases, sales, dividends, deposits, withdrawals, and fees. Pending activity and options transactions are not included.
• SnapTrade requests up to two years of account activity. The history shown is limited to records Merrill returns.

The connection does not support trading or options positions. It does not show cost basis or profit and loss for holdings.

Bank of America checking, savings, and credit accounts use the separate Bank of America connection.

Coming soon

Private Bank and Benefits OnLine accounts are not yet supported through this Merrill connection.