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 available to help you with the following: manage personal finances, borrow to fund my goals, help grow my wealth, save for the future, protect my wealth, plan the impact of my wealth.
  1. Banking
  2. Lending
  3. Investments
  4. Retirement & savings
  5. Insurance
  6. Wealth Planning
  7. All

Plan the impact of my wealth

We’ll help you navigate the complexities and opportunities of bringing greater purpose to your wealth. Potential
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 Merrill investment and Bank of America banking solutions.

    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. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly 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. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and 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. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

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, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary 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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