MERRILL INVESTING

Your money, always working for you

 

Stay in control and ready for what’s next with Merrill.  Get smarter digital tools to find smarter ways to invest, right at your fingertips.

Impressive tools that let you do more

Impressive tools that let you do more

Get information.  Get inspiration.  Your next financial move is only a tap away.

Your full financial picture in one place

Your full financial picture in one place

See where all your finances stand and act quickly with instant transfers between your Bank of America bank and Merrill investment accounts.1 2

Personalized guidance for your goals

Personalized guidance for your goals

Choose your level of guidance, both digital and human. Get investing advice tailored to your specific needs.

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MOBILE BANKING AND INVESTING All in one app

Bank with Bank of America and invest with Merrill anytime, anywhere with our secure mobile app. Search for quotes and trades from Merrill. And even track your short– and long-term financial goals. All with one login, in the palm of your hand.

Invest on your own terms

Take charge of your investments with advice and guidance tailored to you.  We’re here to help, however works best for you and your goals.

Merrill Edge® Self-Directed
Merrill Guided Investing
Merrill Guided Investing with advisor

Put your ideas into action

Build your own portfolio and choose your own investments with personalized tools and insights from Merrill Edge® Self-Directed.


No investment minimum


Get up to $600 when you invest in a new Merrill Edge® Self-Directed account. Use offer code 600ME.7



Unlimited $0 stock, ETF and option trades2

Other fees may apply*

Get professionally managed portfolios

Get your portfolio monitored and rebalanced by a team of Merrill investment professionals with Merrill Guided Investing.5,6


Low $1,000 investment minimum


0.45% calculated and assessed monthly based on your prior month’s balance.5,6 Bank of America Preferred Rewards fee discount.8
Other fees may apply**


Merrill Guided Investing is an Investment Advisory Program.

Work one-on-one with an advisor

Pursue your investing goals and get ongoing advice with
Merrill Guided Investing with an advisor.5,6


$20,000 investment minimum


0.85% calculated and assessed monthly based on your prior month’s balance. 5,6 Bank of America Preferred Rewards fee discount.8
Other fees may apply**


Merrill Guided Investing with an Advisor is an Investment Advisory Program.

$600

Get up to $600 when you invest in a new Merrill Edge® Self-Directed account
Get started Use offer code 600ME7

BANK OF AMERICA

Preferred Rewards

A rewards program so impressive, you just can’t stop earning

Get rewarded for what you’re already doing when you join the Bank of America Preferred Rewards Program. Members can count their Merrill investing and Bank of America deposit balances to maximize rewards. Get monthly account maintenance fee waivers for deposit accounts. And more benefits.8

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GOLD

$20k to <$50K three-month combined average daily balance

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PLATINUM

$50K to <$100K three-month combined average daily balance

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PLATINUM HONORS

$100K to <$1M three-month combined average daily balance

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DIAMOND

$1M to <$10M three-month combined average daily balance

There are tiers in the Preferred Rewards program. Your tier is based on your qualified three-month combined average daily balances in your Bank of America® deposit and/or Merrill® investment accounts.

Want to talk through your options?

More ways to invest

Looking for other ways to invest that match your complex needs? We can help. Work with a dedicated Merrill Lynch Wealth Management advisor to build a complete financial strategy tailored to your goals.