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The U.S. Trust app for iPhone® 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 U.S. Trust app for iPhone:
• Scan documents in the app using your iPhone camera and share with your U.S. Trust team via the Secure Message Center
• Customize your dashboard to view your portfolio summary, holdings, news, market performance and more
• Get the latest insights from U.S. Trust 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

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
• 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
• Use Apple Watch® to get at-a-glance updates on market performance, most active stocks, and your watchlist
• Communicate securely with your relationship manager on your iPhone

At U.S. Trust, 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 website.


The U.S. Trust app for iPhone is available to clients who have online access to the U.S. Trust Account Access website. If you do not currently have U.S. Trust Account Access, visit the website or contact your U.S. Trust 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 U.S. Trust Account Access.

Privacy & Security:

Investment products:
• Are Not FDIC Insured
• Are Not Bank Guaranteed
• May Lose Value

U.S. Trust, 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, Face ID, and Apple Watch are registered trademarks of Apple Inc.

© 2018 Bank of America Corporation. All rights reserved.

U.S. Trust, Bank of America Private Wealth Management