Connect Merrill to Silvia

Before You Start

Have your Merrill login and access to your usual verification method ready. Check that you can sign in directly with your institution before starting.

• Choose a Merrill listing that matches your usual sign-in. Workplace retirement and benefit accounts use Benefits OnLine, while personal investment accounts may use MyMerrill or Merrill Edge.
• Plaid lists Merrill and Merrill Lynch - Benefits separately. For a workplace account, look for the Benefits listing if it is available in Silvia.
• Merrill may ask you to provide consent and sign in again through MyMerrill as it updates third-party data access. Complete the authorization shown by your connection provider.

Connect Your Account

1. Open Your Portfolio in Silvia

   Sign in and open Assets & Liabilities (or My Portfolio). Select Banks & Brokerages under Add an Asset. If your page has an Add button, choose Add asset first. On mobile, the + button opens the add options.

2. Find the Right Merrill Listing

   Search for Merrill in the Add Account window. Choose the listing that matches your institution and account type. Banking, credit card, brokerage, and workplace accounts may use different listings.

3. Follow the Connection Prompts

   Silvia opens the connection provider for the listing you selected. Follow the sign-in instructions and complete any verification requested by Merrill. You may be redirected to your institution to authorize access.

4. Review Access & Select Your Accounts

   Review the requested data access, select the accounts you want to share when prompted, and complete the authorization. Available accounts and data depend on your institution and connection provider.

5. Return to Silvia

   Finish the connection flow and return to your portfolio. Allow time for the initial sync, then check that your selected accounts appear. Balances, holdings, and transactions may arrive at different times where available.

If You Have Trouble Connecting

• If your credentials work for Benefits OnLine but fail for a general Merrill listing, check that you chose the workplace Benefits entry. Match the website as well as the institution name.
• If an account is missing, confirm that you can see it directly in the Merrill service you selected. Then review the accounts and permissions offered during connection, or use Reconnect on an existing Silvia connection when prompted.