Investment solutions designed for you

At Bank of America and Merrill, we offer a range of solutions to help you manage your wealth. Find the investment approach that fits your needs.

  • Looking to work with an advisor?

    With Merrill Lynch Wealth Management, you’ll work closely with a dedicated advisor to help you create a personalized financial strategy.


    New to Merrill? Have an advisor contact you.


    Investment minimum: $250,000

  • Your investment goals, your way

    With Merrill Edge® Self-Directed you get personalized investing insights, guidance and digital tools to confidently put your investing ideas into action.


    No investment minimum


    With Merrill Guided Investing, you get the convenience of a professionally managed portfolio and the option to work with an advisor.


    Investment minimum: $1,000; with an advisor: $20,000

  • Navigating more complex needs

    From trust and estate planning to philanthropy services and beyond, Bank of America Private Bank can help you and your family manage the complexities of substantial wealth.


    Investment minimum: $3,000,000

Ready to talk to a Merrill advisor? Let us connect you to one.

Would you like us to contact you?

Investment minimum $250,000


By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative.

More information on wealth management and investing

  • What’s your investment personality?

  • What can a financial advisor do for you?

  • Looking beyond the present to plan for the future

    Read our insights