Solutions for what matters most
Uncovering opportunities. Meeting challenges. Taking that next step forward. Whatever your goals, Merrill and Bank of America offer a wide range of solutions to help you get there. Understand your choices.
Borrow to fund my goals
Whatever your goal, our Bank of America lending specialists can provide creative solutions for your personal and
business needs. Our solutions include:
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Mortgages
Managed from beginning to end with advice and guidance from a Bank of America Wealth Management Lending Officer.
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Lines of credit
Flexible borrowing options with variable and fixed rate loan options such as lending against your eligible Merrill investment account or the available equity in your home.
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Custom lending
Loans, collateral options and terms tailored to your liquidity needs and financial situation.
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Auto loans
Competitive rates for personal or business auto financing when buying a vehicle or refinancing.
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Ready to get started?
So are we.
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Uncover what matters to you
Work with your advisor to understand what is important to you now and what you want in the future. If you don’t have an advisor, we can help you find one.
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Develop your path and your plan
We’ll create a personalized plan that is all about you, with guidance that truly supports you.
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Understand your choices and make it happen
Learn about your investment relationship and program options, then work with your advisor to set your plan in motion, drawing from a range of potential solutions from Merrill and Bank of America.
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Helping you review, track your progress
You can track your milestones and modify your plan based on the expected and unexpected things life brings.
Additional solutions
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Diversification of investments
Diversify your portfolio with a wider variety of solutions.
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