Solutions for what matters most

Uncovering opportunities. Meeting challenges. Taking that next step forward. Whatever your goals, Merrill and Bank of America offer a wide range of solutions to help you get there. Understand your choices.

Explore our solutions

A range of solutions for what matters most
  1. Manage
  2. Grow
  3. Save
  4. Protect
  5. Plan
  6. Borrow
  7. All

Plan the impact of my wealth

We’ll help you navigate the complexities and opportunities of bringing greater purpose to your wealth. Our
solutions include:

Take action

  • Number 1

    Uncover what matters to you

    Work with your advisor to understand what is important to you now and what you want in the future. If you don’t have an advisor, we can help you find one.

    Find an advisor
  • Number 2

    Develop your path and your plan

    We’ll create a personalized plan that is all about you, with guidance that truly supports you.

    Learn more
  • Number 3

    Understand your choices and make it happen

    Learn about your investment relationship and program options, then work with your advisor to set your plan in motion, drawing from a range of potential solutions from Merrill and Bank of America.

    Solutions
  • Number 4

    Helping you review, track your progress

    You can track your milestones and modify your plan based on the expected and unexpected things life brings.

    Learn more

Additional solutions

  • Diversification of investments

    Diversify your portfolio with a wider variety of solutions.
    Learn more

  • Investment consolidation

    See your big picture by consolidating investment accounts.
    Learn more

  • Online account view

    Bring your investing and banking together online. 
    Learn more

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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, fiduciary and investment management services are provided by Bank of America, N.A. and its agents, 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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