Do more with your investments
Get helpful investing ideas and a cash bonus1 when you invest in a new account with Merrill.
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Investing ideas
Merrill has the guidance and tools to confidently pursue your investing goals and build your portfolio.
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More Rewards
As a Bank of America Preferred Rewards member, investment balances count toward your program balances and can bump you to the next tier and even greater rewards.3
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Investing & banking connected
You can view and instantly transfer funds between your Merrill investment accounts and Bank of America ® bank accounts.4
Combine balances for maximum rewards
With Bank of America Preferred Rewards, you can enjoy many exclusive benefits and pricing discounts, all designed around the ways you save, spend and borrow with Bank of America and invest with Merrill®. When your balances work together, you can maximize the rewards you earn.3
How it works
Choose an account
Select Get started and choose from our variety of investment accounts.
Determine a bonus level
Cash | $100 | $150 | $250 | $600 |
Qualifying Assets | $20,000 | $50,000 | $100,000 | $200,000+ |
Make a qualifying deposit
to your new account within 45 days and maintain your balance for at least 90 days
Get up to $600
when you invest in a new Merrill Edge® Self-Directed account.1
User offer code: 600ME
Help when you need it. How you want it.
Call us
Meet with a Merrill advisor
There’s more than one way to invest
Guided investing6
An investment advisory program where you can get a portfolio that’s monitored and rebalanced by a team of Merrill Investment professionals.
Guided investing with an advisor6
An investment advisory program where you can work with an advisor to define and pursue your investing goals and get ongoing advice when you want it.
For more complex wealth management needs, invest with a dedicated advisor who can help grow and preserve your wealth.