Skip To Content

Tell us more about yourself and talk to a financial advisor

Step 1 of 5

Have a specific reason for wanting to speak to a financial advisor? Check all that apply.

Step 2 of 5

When talking about financial topics, how do you prefer to be presented information?

Step 3 of 5

When talking about financial topics, how do you prefer an advisor to deliver information?

Step 4 of 5

How would you describe your 'financial personality'? (check all that apply)

Step 5 of 5

Fill out the brief form below and a Merrill Lynch financial advisor will reach out to you.

[{"fieldname":"firstname","isRequired":true,"maxlength":10,"uilabel":"First Name*","errmsg":"Please enter a valid First Name!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"lastname","isRequired":true,"maxlength":19,"uilabel":"Last Name*","errmsg":"Please enter a valid Last Name!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"emailaddress","isRequired":true,"maxlength":50,"uilabel":"Email address*","errmsg":"Please enter a valid Email Address!","customcss":"","ruletype":"email","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"confirmemailaddress","isRequired":false,"maxlength":50,"uilabel":"Confirm Email*","errmsg":"E-mail does not match","customcss":"","ruletype":"email","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"businessphone","isRequired":true,"maxlength":10,"uilabel":"Phone Number*","errmsg":"Not a valid 10-digit phone number (No spaces or special characters)","customcss":"form__field","ruletype":"number","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"zipcode","isRequired":true,"maxlength":5,"uilabel":"US Zip Code*","errmsg":"Please enter valid US Zip Code!","customcss":"","ruletype":"zip5","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"comment","isRequired":false,"maxlength":8000,"uilabel":"Comment or Email Message","errmsg":"Please enter comment!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"hidden","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":true},{"fieldname":"filler1","isRequired":false,"maxlength":100,"uilabel":"How can we help you? Let us know if there is a specific reason you're interested in speaking with a financial advisor (check all that apply)","errmsg":"Please select a value at step-1!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"I'm looking for a general financial check in::General-Guidance#I have a specific financial need or goal in mind (like buying a home or saving for education expenses)::Specific-Goals#I recently received - or will receive in the near future - a sum of money and would like guidance on what's next (like retirement, an inheritance, or sale of a business)::New-Lump-Sum#Other::Other","analyticclass":"","fieldtype":"textbox","hidethisfield":true},{"fieldname":"filler2","isRequired":false,"maxlength":100,"uilabel":"When talking about financial topics, how do you prefer to be presented information?","errmsg":"Please select a value at step-2!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"I like seeing graphs, charts, and numbers::Graphs#Some visuals are helpful, but examples and scenarios resonate more::Graphs-Examples-and-Stories#Examples and stories are preferred as I don't find visuals very helpful::Examples-and-Stories#Other::Other","analyticclass":"","fieldtype":"textbox","hidethisfield":true},{"fieldname":"filler3","isRequired":false,"maxlength":100,"uilabel":"When talking about financial topics, how do you prefer an advisor to deliver information?","errmsg":"Please select a value at step-3!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"I appreciate detail and having lots of background info::Detailed#Some background is helpful, but I don't want too many details::Some-Detail#I appreciate a direct style, one that gets to the point quickly::Minimal-Detail#Other::Other","analyticclass":"","fieldtype":"textbox","hidethisfield":true},{"fieldname":"site","isRequired":false,"maxlength":100,"uilabel":"How would you describe your 'financial personality'? (check all that apply)","errmsg":"Please select a value at step-4!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"I'm a planner, and spreadsheets speak to me::Planner#I'm more spontaneous in how I typically invest and make decisions::Spontaneous#I like to be heavily involved in all decisions::Heavily-involved#I prefer someone else to do the background research and present me with a few options::Presented-options#Talking about my finances can be awkward or intimidating at times::Uncertain#I need help knowing where to start when thinking about my finances::Help-to-start#Other::Other","analyticclass":"","fieldtype":"textbox","hidethisfield":true}] comment
    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 e-mail to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing 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 ninety days. You may request to the advisor to revoke your consent at any time.

 

X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started