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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.

 

Checking2
Savings2
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.

 

Mortgages2
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.

 

Investments1
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
Annuities3

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.

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1 Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated

2 Capability offered by Bank of America, N.A. and its bank affiliates

3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

4 Trust and fiduciary services are provided by Bank of America, N.A.

 

 

Due to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries1. As a result, Merrill will be delaying mailings to impacted clients. Click here for additional details.

 

1 As of July 27, 2020, the United States Postal Service is unable to deliver mail to the following twenty-three (23) countries: Bermuda, Bolivia, Botswana, Brunei, Cayman Islands, Costa Rica, Cuba, Dominican Republic, Ecuador, Fiji, French Polynesia, Guatemala, Haiti, Honduras, Iraq, Libya, Mauritius, Nepal, Panama, Papua New Guinea, South Africa, Venezuela and Yemen.

 

SEC Share Class Selection Disclosure Initiative

 

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in 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.  

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 and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries 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.
3038482-EXP-2021-04-28
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