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Solutions for what matters most to you

Whether you’re defining goals, addressing change or figuring out how to move forward, Merrill and Bank of America offer a wide range of solutions to help you take the next step and stay on track.

Our Solutions: Financial Products & Services from Merrill

Discover what works best for you today and in the future.

As a Merrill client, you’ll have access to a broad range of products and services through Bank of America to meet your full range of financial needs, such as trust and estate planning, philanthropic giving, and banking and lending.


Explore the solutions below and work with your advisor to develop a strategy. 

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Manage my personal finances

Take control of your spending and saving with our suite of banking products and services. And get rewarded when you do.


Credit Cards2
Mobile & Online Investing & Banking2

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Borrow to fund my goals

Whatever your goals, a Bank of America lending specialist can help provide the solutions you need to achieve them.


Lines of Credit1,2
Custom Lending2
Auto Loans2

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Help grow my wealth

We’ll work with you to create an investment strategy that helps you manage risk, invest responsibility, and fund your short- and long-term goals.


Merrill Lynch Investment Advisory Program1
Alternative Investments1
Sustainable & Impact Investing1

Save for the future

No matter what stage of life you’re in, we’ll help you plan today for the retirement, health care expenses, and education needs of tomorrow.

Retirement Accounts
Lifetime Income in Retirement
Health Savings Accounts
Education Savings

Protect my wealth

Protect yourself, your family and your wealth from unplanned events like market volatility and unexpected healthcare costs.

Long-term Care Insurance3
Life Insurance3
Disability Insurance3

Transfer my wealth & help others4

From charitable giving to providing for those you care about, we’ll help you navigate the complexities and opportunities of leaving behind a legacy.

Philanthropic Planning4
Wealth Transfer Planning/Trusts & Estates Services4
Planning for Incapacity4

Talk to your advisor about integrating these products
and solutions into your financial strategy.

Not a Merrill client?

Not a Merrill client?

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