Solutions that reflect your goals.

What are the things that concern you most? The goals that reflect different aspects of your life? Together, you and your financial advisor will define what those are and help you connect to them.

  1. Hybrid life insurance

    I want to cover potential healthcare costs and long-term health costs.

    See how

  2. Merrill Lynch Financial Advisors

    I want ongoing financial advice and guidance that is designed to help me meet my goals.

    Learn more

  3. LMA Account
    (Offered by Bank of America)

    I want to have ready access to cash when I need it.

    See how

  4. IRA

    I want my money to last through retirement.

    Learn more

  5. CMA account

    I like the flexibility of having access to cash management services through my investment account.

    Learn more

  6. Fixed Income

    I need to budget for steady income in retirement, is that possible?

    Find out how

  7. A financial advisor can help you find access to the right strategies to help meet your needs/goals.

    Learn more

  8. Margin Lending program

    I occasionally need quick access to cash to pursue an investment opportunity.

    Learn more

  9. Customized Lending
    (Offered by Bank of America)

    I want to pursue a passion of mine, such as purchasing a plane and learning to fly.

    Learn more

  10. 529 college savings plan

    I want to pay for my children’s education.

    Get help

  11. Banking Rewards for Wealth Management
    (Offered by Bank of America)

    Now your relationship can be even more rewarding.

    Learn more

  12. Direct Deposit Service
    (Offered by Bank of America)

    I need a convenient way to deposit my money

    Learn more

  13. Preferred Deposit
    (Offered by Bank of America)

    I want to manage my finances today and plan for tomorrow

    Learn more

  14. Impact Investing

    I want to ensure my finances reflect the causes and issues that I care about

    Learn more

  15. Alternative Investments

    I want to diversify my portfolio and include non-traditional investments

    Learn more

Information for:

Corporations & Institutions Job Seekers Media & Journalists Shareholders

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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

Investment products, 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

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. 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 U.S. Trust, 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.

MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.

© Bank of America Corporation. All rights reserved.
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