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.
I want a personalized plan to help me stay on track towards my goals.
See your big picture by consolidating investment accounts.
Bring your investing and banking together
I want the richest package of benefits available to Bank of America® clients
I need to budget for steady income in retirement, is that possible?
I want to provide for loved ones.
Help me understand my investment relationship and program options
I want to protect what’s important to me.
I want ongoing financial advice and guidance that is designed to help me meet my goals.
I want to have ready access to cash when I need it.
I want my money to last through retirement.
I want to turn my savings into retirement income.
I like the flexibility of having access to cash management services through my investment account.
I want to have a steady income stream and minimize risks associated with fixed income securities
A financial advisor can help you find access to the right strategies to help meet your needs/goals.
I want to pursue a passion of mine, such as purchasing a plane and learning to fly.
I want to pay for my children’s education.
I want to diversify my portfolio and include non-traditional investments
I want to find the right home financing solution to complement my wealth management strategy.
I want to align my investments with the causes and issues important to me.
I want a giving strategy that is structured around my values and helps me achieve my goals.
I occasionally need quick access to cash to pursue an investment opportunity.
How can I make the most of my retirement assets?
I want a credit card that has the flexibility to redeem points for what matters to me most.
I want to diversify my portfolio with a wider variety of solutions
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 |
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