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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.


Save for the future

It’s never too early, or late, to plan for retirement, health care expenses and future education needs. Potential
solutions include:

  • Health savings accounts

    Help manage current and future health expenses not covered by insurance. Contributions are tax-deductible or pre-taxed through Bank of America Health Savings Accounts.

  • Have a Merrill Advisor contact you for a complimentary financial consultation. Leave us your contact info and we’ll reach out.

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

  • Discover MyMerrill

    Whether on desktop or mobile, access MyMerrill anytime, anywhere.
  • Investment consolidation

    See your big picture by consolidating investment accounts.
  • Investing and banking together online

    Experience your full financial life online.  Anytime, anywhere. 

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