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 access to investment strategies from Merrill and the full range of banking capabilities from Bank of America.
Prepare for important milestones
Having a dedicated advisor at certain times in your life can be valuable. Are any of these on your radar?
We take action
We'll help you manage, grow and preserve your wealth today while also considering the impact it can have for years to come.
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What matters to you
We want to know what’s important to you now and what you want in the future.
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Your path, your plan
Together, we'll design your personalized plan with guidance that supports you.
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Making it happen
We’ll set your plans in motion and help you adjust as your goals change.
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Helping track progress
We help you track your milestones and modify your plan as your needs and goals change.
Ready to meet your match?
Try Merrill Advisor Match, a more personalized way to choose an advisor who fits your needs and preferences.
Enhanced tools. Real-time analysis.
You and your advisor will define and prioritize your goals, take stock of your finances and evaluate trade-offs to create an easy-to-read, personalized and comprehensive plan. And if your situation changes, you and your advisor can update your plan to help you stay on track toward your goals.
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 work for you.
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Bank of America Preferred Rewards®
In appreciation for all clients do with Merrill and Bank of America, members can enjoy exclusive benefits and pricing discounts.
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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.
Looking for an advisor?
All our advisors are committed to putting your needs and priorities first.
Merrill Advisor Match is a more
personalized way to
choose an advisor.
Or if you prefer,
we can have an
advisor contact you.
Have an advisor contact you.
Already a client? Connect to your Merrill advisor or 401(k)/Equity plan here.
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.
