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.
Manage my finances
Take control of your spending and saving with Bank of America’s suite of banking products and services - And get rewarded for it. Potential solutions include:
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Checking
Accounts featuring tiered interest rates, relationship-based maintenance fee waivers and discounts on everyday Bank of America banking services.
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Savings
A variety of savings solutions including money market accounts and CDs to support your savings goals.
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Credit cards
A suite of exceptional credit cards with enhanced benefits, travel rewards and cash back options.
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Cash Management
Solutions that offer seamless access to your cash and competitive yields. Convenience of cash management and investment services through your Merrill Cash Management Account® (CMA®).
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Bank of America® Preferred Rewards
Our way of showing you our appreciation — with premium benefits and rewards around the different ways you work with us.
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Mobile and online access
Seamless, secure access enables you to view, monitor and manage your Merrill investment and Bank of America bank accounts in one place.
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Ready to get started?
So are we.Try Merrill Advisor Match for a more personalized way to choose an advisor.
Take action
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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.
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Develop your path and your plan
We’ll create a personalized plan that is all about you, with guidance that truly supports you.
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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.
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Helping you review, track your progress
You can track your milestones and modify your plan based on the expected and unexpected things life brings.
