From your Benefits OnLine home page, select the three dots next to the name of your brokerage account and choose Transfer money.

On the Holdings page, select Transfer Money.

If your preferred account appears under Linked Accounts, select Continue. To add or update an eligible U.S.-based linked account, select Managed Linked Accounts and follow the prompts. If your account can be instantly verified, money transfers can be requested immediately.

Select Cash to transfer funds to a linked account. To request a Check, go to Step 12 for instructions.

Confirm the brokerage account and available cash balance shown in the From field.

In the To field, select the linked account that will receive the funds. Select Next.

Enter your transfer amount, up to the available cash balance. Proceeds from recent transactions may not be immediately available for transfer.

To request an immediate transfer, choose One time, immediately in the Frequency box.

To schedule a future transfer, select One time on and choose a future date from the calendar.

Enter your Benefits OnLine password for security purposes. Select Next.

Review the transfer details and accept the Terms and Conditions. Select Submit to complete your request or Edit to make changes. You’ll receive a confirmation of your transfer request. Transfers are generally completed by the next business day. Transfers to a Bank of America or Merrill account may be available on the same day.

To request a check, select Checks. The From field displays your brokerage account number and available cash balance.

Review the mailing address on file. If the information is correct, select Next. To make changes, go to Accounts > Personal Information Update, or contact Merrill at your plan’s toll-free number for assistance.

Enter the check amount up to your available account balance. Enter your Benefits OnLine password and select Next.

Review your information and transaction details. Select Submit to complete your request or Edit to make changes. You’ll receive a confirmation of your check request. Checks are generally processed within 3–5 business days.