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.
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
As part of your overall investing plan, your advisor can offer tax minimization strategies.
Ready to get started now? We are, too.
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 Chief Investment Office insights, 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 access to the full range of Bank of America banking 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
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.
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.
Ready to meet your match?
Try Merrill Advisor Match, a more personalized way to choose an advisor who fits your needs and preferences.
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.
1 Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 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. Learn more about the methodology at 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.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
