Bank of America Private Bank

Bank of America Private Bank

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Bank of America Private Bank: Sophisticated Wealth Management at Your Fingertips

Access a secure, integrated view of your global portfolio and connect seamlessly with your dedicated advisor team through a mobile experience tailored for high-net-worth individuals.

Publisher

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

Category

Finance

Downloads

447K+

User Rating

4.6/5

Total Ratings

1K+

Locales

2

Your Wealth, Visualized

Discover the interface used by 447K+ users.

Bank of America Private Bank app dashboard showing a portfolio value of over 20 million dollars and a historical value chart.

Bank of America Private Bank app dashboard showing a portfolio value of over 20 million dollars and a historical value chart.

Bank of America Private Bank mobile app cash transfer screen

Bank of America Private Bank mobile app cash transfer screen

A mobile app screen showing the Bank of America Private Bank account summary and investment portfolio for a high-net-worth client.

A mobile app screen showing the Bank of America Private Bank account summary and investment portfolio for a high-net-worth client.

Bank of America Private Bank app market outlook and thought leadership library screen

Bank of America Private Bank app market outlook and thought leadership library screen

Bank of America Private Bank app showing global market performance and US indices research

Bank of America Private Bank app showing global market performance and US indices research

A market heat map showing stock performance in the Bank of America Private Bank app research section

A market heat map showing stock performance in the Bank of America Private Bank app research section

Bank of America Private Bank app document scanning feature with mobile camera interface

Bank of America Private Bank app document scanning feature with mobile camera interface

Elite Financial Management for Your Global Portfolio

The tools that make this app stand out, trusted by 447K+ users.

💼

Unified Wealth Oversight

Gain a single-pane-of-glass view of your entire financial empire, including trust, investment, and custody accounts alongside your banking and Merrill brokerage holdings.

🛡️

Secure Advisor Connectivity

Collaborate with your dedicated team via an encrypted Secure Inbox and scan sensitive legal or tax documents directly from your device for immediate, private sharing.

📈

Actionable Market Intelligence

Navigate complex markets with exclusive thought leadership, interactive asset heat maps, and institutional-grade research tailored to high-net-worth investment strategies.

About the app

Everything you need to know about Bank of America Private Bank.

Description

The Bank of America Private Bank app 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 Bank of America Private Bank app: • Scan documents in the app using your iPhone camera and share with your Bank of America • Private Bank team via the Secure Inbox • Access your dashboard to view your portfolio summary, holdings, news, market performance and more • Initiate cash transfers between your eligible Bank of America Private Bank accounts and your • linked Bank of America accounts • Send and receive money using Zelle® • View activity on your Bank of America, N.A., credit cards and banking accounts • Monitor your FICO® Score 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 • Communicate securely with your relationship manager on your iPhone • Get the latest insights from Bank of America Private Bank 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 • 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 At Bank of America Private Bank, 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 privatebank.bankofamerica.com website. IMPORTANT NOTICE The Bank of America Private Bank app for iPhone is available to clients who have online access to the Bank of America Private Bank Account Access website. If you do not currently have Bank of America Private Bank Account Access, visit the privatebank.bankofamerica.com website or contact your Bank of America Private Bank 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 Bank of America Private Bank Account Access. Privacy & Security: https://www.bankofamerica.com/privacy/ Investment products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value Bank of America Private Bank, 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, and Face ID are registered trademarks of Apple Inc. © 2026 Bank of America Corporation. All rights reserved.

Latest Version

26.01.02

Size

472.5 MB

First Released

Apr 25, 2016

Experience the Next Level of Private Wealth Management

Access your global portfolio, collaborate securely with your advisor team, and unlock exclusive insights—all within a digital environment built for the world’s most discerning clients.

Download on App Store

App information, icons, screenshots, and descriptions displayed on this page are sourced from the Apple App Store and are the property of their respective developers. Download estimates and rankings are based on MWM's proprietary models and may not reflect actual figures. This page is provided for informational and analytical purposes only.

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