Let's build a plan all about you

 

Welcome, we’re glad you’re here. We’d like to introduce ourselves, show you what it’s like to work with an advisor and share the benefits

you can enjoy with investment solutions from Merrill and the full range of banking capabilities from Bank of America.

  1. Why Merrill
  2. Our advisors
  3. Working together
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Your goals are your advisor’s priority

You probably expect your advisor to provide guidance developing your financial plan and investment approach. But with Merrill, your advisor is so much more – listening to your needs and understanding what matters most to you and your family. You and your advisor will work together one on one to help create a strategy that’s uniquely yours.

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    Your needs

    Your goals, concerns and attitude about investing are the foundation of your plan.

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    Your advisor

    From the first conversation on, your advisor will provide personalized advice, committed to helping you reach your goals.

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    Your personalized strategy

    Your advisor can apply tax-smart investing strategies when managing your portfolio to help minimize the taxes on your investments.

Ready to get started now? We are, too.

New to Merrill? Connect with a Merrill advisor

Your team and your resources

 

Your advisor isn’t the only one working for you. You have an experienced team with the knowledge and insights to help make your strategy work for you. 

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    Actionable insights

    With timely insights from your advisor combined with access to award-winning1 BofA Global Research and market experts, you’ll be informed to navigate the ever-changing markets.

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    A team of specialists

    Your advisor will be your single point of contact, giving you personalized recommendations and connecting you with key Bank of America professionals, such as mortgage or trust specialists, to help you achieve your goals.

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    Solutions for your financial life

    The investment offering provided by Merrill combined with the full range of Bank of America capabilities allows you and your advisor access to a breadth of potential solutions to help meet your financial needs. Only Merrill with Bank of America can deliver what we can.

Everything you need — anytime, anywhere

MyMerrill.com® and the MyMerrill® mobile app keep you connected – so that you can securely communicate with your advisor and see your full financial picture. Just link your Merrill and Bank of America accounts, and your day-to-day finances will appear alongside your long-term investments. You can instantly transfer funds between eligible accounts, deposit checks, scan and send documents and access our latest insights.2

 

We take security seriously

With 24/7 monitoring and advanced features, including activity alerts, Secure Message Center, Mobile Easy Sign and Fraud Protection Guarantee, you can be confident you’re protected.

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Working with us should work for you

 

You’ll have access to all Merrill and Bank of America have to offer. Merrill advisors will keep you informed about our programs, benefits and the latest Merrill investing information.

 

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    Know what you’re paying

    Your advisor will work with you on your strategy and clearly lay out any related fees to help you find the plan and fee structure that are best for you.

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    Bank of America Preferred Awards

    Enjoy rewards and benefits, such as rewards bonuses on eligible credit cards, a reduction in mortgage origination fee and no fees on select banking services from Bank of America.

     

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    One advisor, many benefits

    Your advisor can coordinate with key professionals in your life – accountants, estate attorneys, elder care resources and more.

Ready to meet your match?

Try Merrill Advisor Match, a more personalized way to choose an advisor who fits your needs and preferences.

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By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative.

There's more than one way to invest with Merrill

Working with a dedicated advisor for a personalized strategy is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of a couple of our offerings.

Take a look and see

 

1 Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information, visit Institutional Investor. Rankings and recognition from Institutional Investor 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 Certain banking and brokerage accounts may be ineligible for real-time money movement, including, but not limited to, transfers to/from bank 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.

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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
© Bank of America Corporation. All rights reserved.
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