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Go to Benefits OnLine®

Go to Benefits OnLine®

How-to Guide for Benefits OnLine®

Our Benefits OnLine Guide is a helpful resource for your “how to?” moments.
Select a topic below for simple step-by-step instructions in multiple languages.

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Set up Benefits OnLine access

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Accept your equity awards (if required by your plan)

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Open your brokerage account for your equity awards or employee stock purchase plan

VIEW

Non-U.S. participants

Open your brokerage account for your equity awards or employee stock purchase plan

VIEW

Non-U.S. participants

Certify your tax status

VIEW

Update your brokerage account address

VIEW

Sell shares

VIEW

Transfer money

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Model your equity awards

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Access your Benefits OnLine account on the go

Visit the app store on your mobile device or log in to benefits.ml.com

Download on the App Store

Get it on Google Play

Get started

Access your Benefits OnLine account by Scanning this QR code to download the app.

The screen shots shown in this demonstration are intended to illustrate the functionality and services available to participants on Benefits OnLine. They are not meant as exact representations of the screens available through your plan.

When you use the QRC feature, certain information is collected from your mobile device for business purposes.

You will be subject to the applicable fees, terms and conditions associated with the retail brokerage account established in connection with your equity award program. Please refer to your plan documents, available on Benefits OnLine, for more information.

This demo is a general description of equity plan services. Any awards that you have or may be granted are subject to the terms of your company’s plan, any agreement between you and your company covering your equity awards, and the prospectus provided to you by your company. Any transactions in connection with your plan in your Merrill brokerage account are subject to the terms and conditions of that account. This demo does not constitute an offer or invitation to buy any securities. Any offer to buy securities from your company would be made only by a prospectus in accordance with the Securities Act of 1933 as amended, and all applicable laws.

Investing involves risk, including the possible loss of the principal value invested.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Merrill provides products and services to various employers, their employees and other individuals. In connection with providing these products and services, and at the request of the employer, Merrill makes available websites on the internet, mobile device applications, and written brochures in order to provide you with information regarding your plan. Under no circumstances should these websites, applications, and brochures, or any information included in these websites, applications, and brochures, be considered an offer to sell or a solicitation to buy any securities, products, or services from Merrill or any other person or entity.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp.

Investment products:

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value

Benefits OnLine is a registered trademark of Bank of America Corporation.

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Google Play is a trademark of Google LLC.

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