Welcome, we’re glad you’re here. We’d like to introduce ourselves, show you what it’s like to work with an advisor and share the benefits
you can enjoy with investment solutions from Merrill and the full range of banking capabilities from Bank of America.
Your advisor isn’t the only one working for you. You have an experienced team with the knowledge and insights to help make your strategy work for you.
You’ll have access to all Merrill and Bank of America have to offer. Merrill advisors will keep you informed about our programs, benefits and the latest Merrill investing information.
Your advisor will work with you on your strategy and clearly lay out any related fees to help you find the plan and fee structure that are best for you.
Enjoy rewards and benefits, such as rewards bonuses on eligible credit cards, a reduction in mortgage origination fee and no fees on select banking services from Bank of America.
Your advisor can coordinate with key professionals in your life – accountants, estate attorneys, elder care resources and more.
Working with a dedicated advisor for a personalized strategy is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of a couple of our offerings.
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