Skip to content

My Portfolio®

Demos. Watch an interactive demo, follow the step-by-step tutorials or download a printable guide (PDF) to learn more.

Learn How To:   Accessible/
HTML Demo
Printable Guide
My Portfolio® Overview Watch the accessible/HTML demo of My Portfolio® Overview Download PDF of My Portfolio Overview. Link opens in a new window.
Add Accounts Watch the accessible/HTML demo of Add Accounts Download PDF of Adding Accounts. Link opens in a new window.
Track Spending Watch the accessible/HTML demo of Track Spending Download PDF of Settings. Link opens in a new window.
Transactions Watch the accessible/HTML demo of Transactions Download PDF of Transactions. Link opens in a new window.
Budget Watch the accessible/HTML demo of Budget Download PDF of Budgeting. Link opens in a new window.
Net Worth Summary Watch the accessible/HTML demo of Net Worth Summary Download PDF of Net Worth Summary. Link opens in a new window.
Ready to Enroll in Small Business Online Banking? Click here to sign up. Link opens in a new window.

 

Related Videos

Frequently Asked Questions

What is My Portfolio®?

My Portfolio® is Bank of America's free financial management tool. You can do more than just track your spending. My Portfolio lets you view all your bank, investment and retirement accounts in an instant. It can even help you generate reports when tax-time comes.

What can I do with My Portfolio®?

With Bank of America's My Portfolio® you can:

  • See all your accounts in one place, even from other financial institutions
  • Calculate your entire net worth
  • Create a budget online to track your spending
  • Keep track of transactions by category, like gas or groceries
  • Analyze your spending and savings patterns with easy-to-read graphs and charts
  • To view accounts from another financial institution you must have online access set up with that institution

What do I need to do so I can use My Portfolio®?

With My Portfolio®, you don't need to download or install any special financial management software. If you have a Bank of America account and access to Online Banking, you have My Portfolio. To start organizing your finances, and your life, sign in to Online Banking and select the My Portfolio tab from your Accounts page.

What Security & Protection is there with My Portfolio®?

Since My Portfolio® is a part of Online Banking; we use the same measures to keep all of your sensitive account information secure. We take your security very seriously by:

  • Protecting your personal information with advanced encryption technology
  • Keeping your information private as outlined in our Privacy Policy for Consumers
  • Using our $0 Liability Online Banking Guarantee to protect you against unauthorized transactions
  • Using SiteKey® to verify your identity, providing an extra layer of security for your peace of mind

Small Business