The best time to talk to a Merrill advisor? Now.

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.

Get started

The right guidance can unlock new possibilities

Bullseye icon

Receive personalized guidance

Your Merrill advisor can help you prepare for complex situations, such as retirement, legacy planning and more.

Upward graph icon

Get customized strategies

In conjunction with your tax professional, your advisor can help you with tax-aware investing strategies for managing your portfolio.

Helpful advisor icon

One advisor, many benefits

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.

Enjoy the benefits of connecting your accounts

Person using mobile app

Mobile banking and investing. All in one app.

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

Learn more

Person using credit card

Earn more rewards with Bank of America Preferred Rewards

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.

Learn more

Looking for an advisor?

All our advisors are committed to putting your needs and priorities first.

Merrill Advisor Match is a more personalized way to choose an advisor.

If you prefer, we can have an advisor contact you.

Other ways to invest with Merrill

There is no one-size-fits-all approach to pursuing your goals. Here are some other great options designed to help you achieve more.
Impressive digital tools icon
Merrill Edge® Self-Directed

A personalized investing experience that gives you helpful guidance, insights and tools to confidently put your investing ideas into action.

Helpful advisor icon
Merrill Guided Investing

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