Integration Database
Merrill Lynch Private Wealth Management
Connecting Pilot and...

Merrill Lynch Private Wealth Management

  • Log in to MyMerrill.
  • Go to "Account Access" in the Your Account dropdown in the top right corner.
  • Click Get Started
  • Approve Terms and Conditions.
  • Enter Pilot information:
  • Name: Pilot Bookkeeper
  • Email: Email:
  • Select Relationship: Bookkeeper/View Access
  • Select the accounts you want to give us access to.
  • If prompted, create and provide access question(s) and answer(s) below (Pilot will need to answer these when setting up our profile).
  • Submit to send the invitation.

Who are you and why should I trust you?

Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.

Still have a question?

Feel free to send us an email or get in touch with us here.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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