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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. Merrill Personal Wealth Analysis

    I want a personalized plan to help me stay on track towards my goals.

    Learn more

  2. Investment Consolidation

    See your big picture by consolidating investment accounts.

    Learn more

  3. Bank Consolidation

    Bring your investing and banking together

    Learn more

  4. Preferred Rewards for Wealth Management

    I want the richest package of benefits available to Bank of America® clients

    Learn more

  5. Fixed Income

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

    Find out how

  6. Wealth Transfer and Trust Services

    I want to provide for loved ones.

    Learn more

  7. Merrill Lynch account programs

    Help me understand my investment relationship and program options

    Learn more

  8. Life Insurance

    I want to protect what’s important to me.

    Learn more

  9. Investment Advisory Services

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

    Learn more

  10. LMA Account
    (Offered by Bank of America)

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

    See how

  11. IRA

    I want my money to last through retirement.

    Learn more

  12. Annuities

    I want to turn my savings into retirement income.

    Learn more

  13. CMA account

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

    Learn more

  14. Bond Ladders

    I want to have a steady income stream and minimize risks associated with fixed income securities

    Learn more

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

    Learn more

  16. Custom Lending
    (Offered by Bank of America, N.A.)

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

    Learn more

  17. 529 college savings plan

    I want to pay for my children’s education.

    Get help

  18. Alternative Investments

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

    Learn more

  19. Home Financing Solutions (Offered by Bank of America)

    I want to find the right home financing solution to complement my wealth management strategy.

    Learn more

  20. Impact Investing

    I want to align my investments with the causes and issues important to me.

    Learn more

  21. Strategic Philanthropy & Grantmaking

    I want a giving strategy that is structured around my values and helps me achieve my goals.

    Learn more

  22. Margin Lending program

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

    Learn more

  23. Retirement Services

    How can I make the most of my retirement assets?

    Learn more

  24. Premium Rewards® credit card from Bank of America

    I want a credit card that has the flexibility to redeem points for what matters to me most.

    Learn more

  25. Diversification of Investments in Your Portfolio

    I want to diversify my portfolio with a wider variety of solutions

    Learn more

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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.
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