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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 for what matters most

Save for the future

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

  • Health savings accounts

    Help manage current and future health expenses not covered by insurance. Contributions are tax-deductible or pre-taxed.

  • Ready to get started?
    So are we.

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 solutions from Merrill and Bank of America.

  • 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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