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.
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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
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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
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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.
More information on wealth management and investing
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Looking beyond the present to plan for the future
Read our insights