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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.

A range of solutions available to help you with the following: manage personal finances, borrow to fund my goals, help grow my wealth, save for the future, protect my wealth, plan the impact of my wealth.

Take action

  • Number 1

    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.

  • Number 2

    Develop your path and your plan

    We’ll create a personalized plan that is all about you, with guidance that truly supports you.

  • Number 3

    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 Merrill investment and Bank of America banking solutions.

  • Number 4

    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

  • Diversification of investments

    Diversify your portfolio with a wider variety of solutions.
  • Investment consolidation

    See your big picture by consolidating investment accounts.
  • Online account view

    Bring your investing and banking together online. 
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