Your dedicated Merrill advisor can help keep you on track with a personalized plan for all of your major life decisions, through thick and thin, regardless of market changes.
Your Merrill advisor can help you prepare for complex situations, such as retirement, legacy planning and more.
In conjunction with your tax professional, your advisor can help you with tax-aware investing strategies for managing your portfolio.
Your dedicated advisor will be your single point of contact, connecting you with key Bank of America professionals, such as mortgage or trust specialists to help you achieve your goals.
Bank with Bank of America and invest with Merrill anytime and anywhere, with Bank of America’s secure mobile app. Transfer money instantly between accounts and keep track of your short and long-term financial goals — all with one login, in the palm of your hand.1
As a Preferred Rewards member2, you can earn exclusive benefits and pricing discounts, all designed around the ways you save, spend, and borrow with Bank of America and invest with Merrill.
Merrill Advisor Match is a more personalized way to choose an advisor.
If you prefer, we can have an advisor contact you.
A personalized investing experience that gives you helpful guidance, insights and tools to confidently put your investing ideas into action.
An investment advisory program that combines the best features of online investing with a professionally managed portfolio — all at a low cost and low minimum.3
