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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

  • Merrill Lynch Investment Advisory Program (IAP)
  • Retirement accounts
  • Preferred Rewards for Wealth Management
A range of solutions for what matters most

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. Our solutions include:

  • Checking

    Accounts featuring tiered interest rates, relationship-based maintenance fee waivers and discounts on everyday Bank of America banking services.

  • Savings

    A variety of savings solutions including money market accounts and CDs to support your savings goals.

  • Credit cards

    A suite of exceptional credit cards with enhanced benefits, travel rewards and cash back options.

  • 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.

  • Preferred Rewards for Wealth Management

    The best banking benefits and services available from Bank of America. Earn more and save more.

  • Ready to get started?
    So are we.

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.

  • 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.

  • 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 solutions from Merrill and Bank of America.

  • 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.

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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