See your big picture by consolidating investment accounts
Enjoy greater control, more rewards and a deeper understanding of your assets by consolidating
your investment accounts with us. Learn what a more streamlined approach can do for you.
Complement your investing strategy
For a hands-on and personalized approach to investing and access to research, ask your advisor about integrating a Merrill Edge Self-Directed account into your current strategy to get:
A more holistic understanding
Consolidating your investments gives your financial advisor greater insight into your full financial picture. This can help your advisor offer a strategy designed to get all of your assets working together toward your goals.
Potential for reduced fees and taxes
Fewer accounts to juggle means fewer fees to pay. And, with a single line of sight, your advisor can help you identify tax minimization strategies, like organizing less tax-efficient assets in tax-deferred accounts.
Maximize your benefits
When you consolidate your accounts, you can get more with Bank of America Preferred Rewards. Automatically earn benefits and rewards tailored to things your already do, from credit card purchases to auto payments or buying a new home, and more.
1 Merrill Edge Self-Directed was ranked in NerdWallet's article "Best Online Brokers for Beginners," announced January 2, 2024, and received an overall rating of 4.2 out of 5 stars, from NerdWallet. NerdWallet evaluates brokers based on investment selection, trading platform, customer support, account fees, trading costs, mobile app and cash sweep rates. NerdWallet and the NerdWallet logo are trademarks owned by NerdWallet, Inc. and used with permission. Learn more about the methodology at NerdWallet. Rankings and recognition from NerdWallet are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
2 Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge® Self-Directed brokerage account. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. $0 option trades are subject to a $0.65 per-contract fee. Other fees and restrictions may apply. Pricing is subject to change without advance notice.
3 Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from IRAs (CD, Money Market), 529s, Bank of America Advantage SafeBalance Banking®, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.
